Atria Wealth Solutions’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$332K	Sell	2,849 -2,927	-51%	-$315K	0.01%	1109
2025 Q1	$617K	Buy	5,776 +27	+0.5%	+$3.1K	0.01%	1096
2024 Q4	$669K	Buy	5,749 +113	+2%	+$13.7K	0.01%	1109
2024 Q3	$676K	Buy	5,636 +209	+4%	+$24.2K	0.01%	1087
2024 Q2	$599K	Sell	5,427 -888	-14%	-$97.7K	0.01%	1147
2024 Q1	$710K	Buy	6,315 +1,603	+34%	+$172K	0.01%	1068
2023 Q4	$507K	Sell	4,712 -297	-6%	-$28.7K	0.01%	1201
2023 Q3	$473K	Buy	5,009 +48	+1%	+$4.77K	0.01%	1157
2023 Q2	$493K	Hold	4,961	–	–	0.01%	1166
2023 Q1	$470K	Sell	4,961 -419	-8%	-$40.7K	0.01%	1178
2022 Q4	$501K	Buy	5,380 +1,002	+23%	+$94.9K	0.01%	1079
2022 Q3	$384K	Buy	4,378 +190	+5%	+$18.4K	0.01%	1168
2022 Q2	$379K	Buy	4,188 +12	+0.3%	+$1.17K	0.01%	1096
2022 Q1	$451K	Buy	+4,176	New	+$453K	0.01%	1124

Other funds holding VIOG

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

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

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

Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

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

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

Atria Wealth Solutions reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 51% in Q2 2025, selling an estimated $315K and leaving 2,849 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1109.

Atria Wealth Solutions first reported a position in VIOG in Q1 2022 and has held it in 14 quarters since. The position peaked at $710K in Q1 2024. 155 funds tracked by Wall St. Rank hold VIOG as of Q2 2025.

Atria Wealth Solutions held 2,849 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $332K as of Q2 2025.
Atria Wealth Solutions sold 2,927 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $315K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1109 holding.
Atria Wealth Solutions first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $710K in Q1 2024.
155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2025.

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