Atria Wealth Solutions’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.05M	Sell	70,760 -23,534	-25%	-$2.81M	0.2%	110
2025 Q1	$11.3M	Sell	94,294 -25,029	-21%	-$3.05M	0.14%	160
2024 Q4	$14.1M	Sell	119,323 -733	-0.6%	-$86.7K	0.15%	143
2024 Q3	$13.2M	Sell	120,056 -7,838	-6%	-$831K	0.14%	151
2024 Q2	$12.8M	Sell	127,894 -11,944	-9%	-$1.19M	0.14%	151
2024 Q1	$14.3M	Buy	139,838 +49,152	+54%	+$4.72M	0.16%	139
2023 Q4	$8.37M	Sell	90,686 -49,677	-35%	-$4.17M	0.1%	194
2023 Q3	$11.3M	Buy	140,363 +99,635	+245%	+$8.33M	0.16%	139
2023 Q2	$3.32M	Sell	40,728 -7,067	-15%	-$555K	0.05%	400
2023 Q1	$3.72M	Sell	47,795 -29,008	-38%	-$2.45M	0.06%	344
2022 Q4	$6.35M	Buy	76,803 +27,737	+57%	+$2.29M	0.1%	212
2022 Q3	$3.66M	Buy	49,066 +720	+1%	+$58.6K	0.06%	301
2022 Q2	$3.73M	Sell	48,346 -44,656	-48%	-$3.77M	0.07%	290
2022 Q1	$8.69M	Buy	+93,002	New	+$8.91M	0.14%	151

Other funds holding VFH

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BCMIO

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

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

Atria Wealth Solutions reduced its Vanguard Financials ETF (VFH) stake by 25% in Q2 2025, selling an estimated $2.81M and leaving 70,760 shares worth $9.05M. The position accounts for 0.2% of the portfolio, ranked #110.

Atria Wealth Solutions first reported a position in VFH in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.3M in Q1 2024. 706 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Atria Wealth Solutions held 70,760 shares of Vanguard Financials ETF worth $9.05M as of Q2 2025.
Atria Wealth Solutions sold 23,534 Vanguard Financials ETF shares in Q2 2025, an estimated $2.81M.
Vanguard Financials ETF made up 0.2% of Atria Wealth Solutions's portfolio in Q2 2025, its #110 holding.
Atria Wealth Solutions first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Financials ETF position peaked at $14.3M in Q1 2024.
706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

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