AWS
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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 – 2090
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
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return