Atria Wealth Solutions’s Vanguard Materials ETF VAW Stock Holding History

Atria Wealth Solutions’s Portfolio VAW Stock Details VAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.38M	Sell	17,025 -7,703	-31%	-$1.44M	0.08%	289
2025 Q1	$4.67M	Sell	24,728 -4,918	-17%	-$954K	0.06%	356
2024 Q4	$5.57M	Sell	29,646 -21,439	-42%	-$4.41M	0.06%	329
2024 Q3	$10.8M	Sell	51,085 -2,792	-5%	-$558K	0.12%	182
2024 Q2	$10.4M	Sell	53,877 -2,530	-4%	-$503K	0.11%	183
2024 Q1	$11.5M	Buy	56,407 +26,747	+90%	+$5.08M	0.13%	168
2023 Q4	$5.63M	Sell	29,660 -24,447	-45%	-$4.29M	0.07%	280
2023 Q3	$9.37M	Buy	54,107 +31,280	+137%	+$5.65M	0.13%	168
2023 Q2	$4.17M	Sell	22,827 -503	-2%	-$87.9K	0.06%	335
2023 Q1	$4.15M	Buy	23,330 +1,465	+7%	+$262K	0.06%	310
2022 Q4	$3.72M	Buy	21,865 +15,922	+268%	+$2.68M	0.06%	324
2022 Q3	$883K	Buy	5,943 +70	+1%	+$11.5K	0.02%	761
2022 Q2	$941K	Sell	5,873 -40,468	-87%	-$7.41M	0.02%	722
2022 Q1	$8.99M	Buy	+46,341	New	+$8.66M	0.15%	143

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's VAW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Materials ETF (VAW) stake by 31% in Q2 2025, selling an estimated $1.44M and leaving 17,025 shares worth $3.38M. The position accounts for 0.08% of the portfolio, ranked #289.

Atria Wealth Solutions first reported a position in VAW in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.5M in Q1 2024. 366 funds tracked by Wall St. Rank hold VAW as of Q2 2025.

Atria Wealth Solutions held 17,025 shares of Vanguard Materials ETF worth $3.38M as of Q2 2025.
Atria Wealth Solutions sold 7,703 Vanguard Materials ETF shares in Q2 2025, an estimated $1.44M.
Vanguard Materials ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #289 holding.
Atria Wealth Solutions first reported a position in Vanguard Materials ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Materials ETF position peaked at $11.5M in Q1 2024.
366 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.