Atria Wealth Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$35.4M	Sell	172,024 -168,690	-50%	-$32.7M	0.8%	13
2025 Q1	$66.1M	Sell	340,714 -13,363	-4%	-$2.66M	0.79%	17
2024 Q4	$69.3M	Sell	354,077 -28,254	-7%	-$5.64M	0.76%	17
2024 Q3	$75.9M	Sell	382,331 -27,036	-7%	-$5.15M	0.82%	14
2024 Q2	$74.9M	Sell	409,367 -8,764	-2%	-$1.58M	0.83%	16
2024 Q1	$76.4M	Buy	418,131 +29,388	+8%	+$5.16M	0.86%	13
2023 Q4	$66.2M	Buy	388,743 +14,159	+4%	+$2.28M	0.83%	15
2023 Q3	$58.3M	Buy	374,584 +2,221	+0.6%	+$360K	0.82%	14
2023 Q2	$60.6M	Sell	372,363 -24,919	-6%	-$3.9M	0.83%	15
2023 Q1	$61.2M	Sell	397,282 -11,803	-3%	-$1.81M	0.91%	14
2022 Q4	$62.1M	Buy	409,085 +30,264	+8%	+$4.51M	1%	10
2022 Q3	$51.2M	Buy	378,821 +56,576	+18%	+$8.42M	0.89%	14
2022 Q2	$46.2M	Sell	322,245 -2,328	-0.7%	-$354K	0.87%	16
2022 Q1	$52.6M	Buy	+324,573	New	+$52.4M	0.88%	16

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 50% in Q2 2025, selling an estimated $32.7M and leaving 172,024 shares worth $35.4M. The position accounts for 0.8% of the portfolio, ranked #13.

Atria Wealth Solutions first reported a position in VIG in Q1 2022 and has held it in 14 quarters since. The position peaked at $76.4M in Q1 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Atria Wealth Solutions held 172,024 shares of Vanguard Dividend Appreciation ETF worth $35.4M as of Q2 2025.
Atria Wealth Solutions sold 168,690 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $32.7M.
Vanguard Dividend Appreciation ETF made up 0.8% of Atria Wealth Solutions's portfolio in Q2 2025, its #13 holding.
Atria Wealth Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Dividend Appreciation ETF position peaked at $76.4M in Q1 2024.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

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