Atria Wealth Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.2M	Sell	255,128 -70,056	-22%	-$5.09M	0.48%	36
2025 Q1	$22M	Sell	325,184 -42,784	-12%	-$3.22M	0.27%	79
2024 Q4	$28.6M	Sell	367,968 -7,304	-2%	-$561K	0.31%	65
2024 Q3	$27.5M	Sell	375,272 -25,408	-6%	-$1.81M	0.3%	66
2024 Q2	$28.9M	Buy	400,680 +1,088	+0.3%	+$72.3K	0.32%	52
2024 Q1	$26.2M	Buy	399,592 +75,576	+23%	+$4.79M	0.3%	66
2023 Q4	$19.6M	Sell	324,016 -71,512	-18%	-$3.98M	0.25%	88
2023 Q3	$20.5M	Buy	395,528 +101,280	+34%	+$5.51M	0.29%	76
2023 Q2	$16.3M	Buy	294,248 +18,040	+7%	+$906K	0.22%	99
2023 Q1	$13.3M	Buy	276,208 +59,600	+28%	+$2.63M	0.2%	115
2022 Q4	$8.65M	Sell	216,608 -2,600	-1%	-$106K	0.14%	158
2022 Q3	$8.43M	Buy	219,208 +23,128	+12%	+$1.02M	0.15%	151
2022 Q2	$8M	Sell	196,080 -62,128	-24%	-$2.8M	0.15%	145
2022 Q1	$13.4M	Buy	+258,208	New	+$13.2M	0.22%	94

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

PCH

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Information Technology ETF (VGT) stake by 22% in Q2 2025, selling an estimated $5.09M and leaving 255,128 shares worth $21.2M. The position accounts for 0.48% of the portfolio, ranked #36.

Atria Wealth Solutions first reported a position in VGT in Q1 2022 and has held it in 14 quarters since. The position peaked at $28.9M in Q2 2024. 1,786 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

Atria Wealth Solutions held 255,128 shares of Vanguard Information Technology ETF worth $21.2M as of Q2 2025.
Atria Wealth Solutions sold 70,056 Vanguard Information Technology ETF shares in Q2 2025, an estimated $5.09M.
Vanguard Information Technology ETF made up 0.48% of Atria Wealth Solutions's portfolio in Q2 2025, its #36 holding.
Atria Wealth Solutions first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Information Technology ETF position peaked at $28.9M in Q2 2024.
1,786 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

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