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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.74M	Sell	34,015 -6,258	-16%	-$1.16M	0.15%	147
2025 Q1	$7.5M	Sell	40,273 -10,287	-20%	-$2.03M	0.09%	233
2024 Q4	$10M	Buy	50,560 +12,123	+32%	+$2.49M	0.11%	191
2024 Q3	$7.72M	Sell	38,437 -29,177	-43%	-$5.61M	0.08%	249
2024 Q2	$12.4M	Sell	67,614 -7,288	-10%	-$1.35M	0.14%	158
2024 Q1	$14.4M	Sell	74,902 -3,439	-4%	-$621K	0.16%	138
2023 Q4	$14.1M	Buy	78,341 +5,149	+7%	+$841K	0.18%	123
2023 Q3	$11.7M	Sell	73,192 -7,199	-9%	-$1.2M	0.16%	135
2023 Q2	$13.3M	Buy	80,391 +3,982	+5%	+$627K	0.18%	122
2023 Q1	$12.1M	Buy	76,409 +1,785	+2%	+$295K	0.18%	124
2022 Q4	$11.9M	Buy	74,624 +7,482	+11%	+$1.19M	0.19%	123
2022 Q3	$9.63M	Buy	67,142 +16,935	+34%	+$2.69M	0.17%	131
2022 Q2	$7.52M	Sell	50,207 -9,462	-16%	-$1.55M	0.14%	154
2022 Q1	$10.5M	Buy	+59,669	New	+$10.4M	0.17%	126

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 16% in Q2 2025, selling an estimated $1.16M and leaving 34,015 shares worth $6.74M. The position accounts for 0.15% of the portfolio, ranked #147.

Atria Wealth Solutions first reported a position in VBR in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.4M in Q1 2024. 1,562 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Atria Wealth Solutions held 34,015 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.74M as of Q2 2025.
Atria Wealth Solutions sold 6,258 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $1.16M.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #147 holding.
Atria Wealth Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Morningstar Small-Cap Value ETF position peaked at $14.4M in Q1 2024.
1,562 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2025.

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