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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,162	Closed	-$202K	–	2088
2024 Q4	$202K	Buy	+2,162	New	+$206K	﹤0.01%	1828
2024 Q2	–	Sell	-2,270	Closed	-$201K	–	2071
2024 Q1	$201K	Sell	2,270 -673	-23%	-$57.4K	﹤0.01%	1830
2023 Q4	$260K	Sell	2,943 -474	-14%	-$37.3K	﹤0.01%	1600
2023 Q3	$265K	Buy	3,417 +18	+0.5%	+$1.48K	﹤0.01%	1492
2023 Q2	$280K	Sell	3,399 -2,465	-42%	-$195K	﹤0.01%	1490
2023 Q1	$474K	Sell	5,864 -162	-3%	-$13.7K	0.01%	1173
2022 Q4	$473K	Sell	6,026 -746	-11%	-$59.5K	0.01%	1107
2022 Q3	$486K	Buy	6,772 +390	+6%	+$31.2K	0.01%	1036
2022 Q2	$491K	Buy	6,382 +138	+2%	+$11.5K	0.01%	981
2022 Q1	$553K	Buy	+6,244	New	+$550K	0.01%	1011

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 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

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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Atria Wealth Solutions's VIOV Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2025, closing a stake of 2,162 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in VIOV in Q1 2022 and held it in 10 quarters. The position peaked at $553K in Q1 2022. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

Atria Wealth Solutions reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,162 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $202K.
Atria Wealth Solutions first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's Vanguard S&P Small-Cap 600 Value ETF position peaked at $553K in Q1 2022.
179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.