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

Atria Wealth Solutions’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,680
Closed -$259K – 1914
2025
Q1 		$259K Sell
2,680
-616
-19% -$64K ﹤0.01% 1567
2024
Q4 		$350K Buy
3,296
+223
+7% +$24.7K ﹤0.01% 1454
2024
Q3 		$332K Buy
3,073
+11
+0.4% +$1.15K ﹤0.01% 1450
2024
Q2 		$301K Sell
3,062
-5,154
-63% -$507K ﹤0.01% 1502
2024
Q1 		$834K Buy
8,216
+242
+3% +$23.5K 0.01% 995
2023
Q4 		$791K Sell
7,974
-782
-9% -$69.7K 0.01% 978
2023
Q3 		$765K Sell
8,756
-101
-1% -$9.3K 0.01% 934
2023
Q2 		$814K Buy
8,857
+133
+2% +$11.6K 0.01% 936
2023
Q1 		$775K Sell
8,724
-1,120
-11% -$103K 0.01% 912
2022
Q4 		$853K Sell
9,844
-354
-3% -$31.4K 0.01% 824
2022
Q3 		$823K Buy
10,198
+610
+6% +$54.6K 0.01% 789
2022
Q2 		$815K Buy
9,588
+2,088
+28% +$191K 0.02% 786
2022
Q1 		$742K Buy
+7,500
New +$742K 0.01% 861

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 2,680 shares — an estimated $259K sold.

Atria Wealth Solutions first reported a position in VIOO in Q1 2022 and held it in 13 quarters. The position peaked at $853K in Q4 2022. 343 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,680 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $259K.
  • Atria Wealth Solutions first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Vanguard S&P Small-Cap 600 ETF position peaked at $853K in Q4 2022.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

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