Atria Wealth Solutions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.9M	Sell	62,308 -55,013	-47%	-$12.3M	0.34%	61
2025 Q1	$26M	Sell	117,321 -15,018	-11%	-$3.59M	0.31%	67
2024 Q4	$31.8M	Sell	132,339 -14,632	-10%	-$3.6M	0.35%	53
2024 Q3	$34.9M	Buy	146,971 +12,361	+9%	+$2.81M	0.38%	48
2024 Q2	$29.4M	Buy	134,610 +2,212	+2%	+$486K	0.32%	51
2024 Q1	$30.3M	Buy	132,398 +3,741	+3%	+$805K	0.34%	48
2023 Q4	$27.4M	Buy	128,657 +10,407	+9%	+$2.01M	0.34%	49
2023 Q3	$22.4M	Sell	118,250 -13,571	-10%	-$2.7M	0.31%	67
2023 Q2	$26.2M	Buy	131,821 +2,250	+2%	+$425K	0.36%	49
2023 Q1	$24.6M	Sell	129,571 -1,411	-1%	-$274K	0.36%	54
2022 Q4	$24M	Sell	130,982 -8,763	-6%	-$1.62M	0.39%	50
2022 Q3	$23.9M	Buy	139,745 +18,041	+15%	+$3.41M	0.41%	43
2022 Q2	$21.4M	Sell	121,704 -7,810	-6%	-$1.51M	0.4%	54
2022 Q1	$27.5M	Buy	+129,514	New	+$27.3M	0.46%	32

Other funds holding VB

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 47% in Q2 2025, selling an estimated $12.3M and leaving 62,308 shares worth $14.9M. The position accounts for 0.34% of the portfolio, ranked #61.

Atria Wealth Solutions first reported a position in VB in Q1 2022 and has held it in 14 quarters since. The position peaked at $34.9M in Q3 2024. 2,168 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Atria Wealth Solutions held 62,308 shares of Vanguard Morningstar Small-Cap ETF worth $14.9M as of Q2 2025.
Atria Wealth Solutions sold 55,013 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $12.3M.
Vanguard Morningstar Small-Cap ETF made up 0.34% of Atria Wealth Solutions's portfolio in Q2 2025, its #61 holding.
Atria Wealth Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Morningstar Small-Cap ETF position peaked at $34.9M in Q3 2024.
2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

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