AWS
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Atria Wealth Solutions’s Vanguard Industrials ETF VIS Stock Holding History

Atria Wealth Solutions’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.96M Sell
31,808
-8,305
-21% -$2.15M 0.2% 111
2025
Q1 		$9.93M Sell
40,113
-5,295
-12% -$1.37M 0.12% 182
2024
Q4 		$11.6M Sell
45,408
-1,061
-2% -$282K 0.13% 167
2024
Q3 		$12.1M Sell
46,469
-2,780
-6% -$681K 0.13% 168
2024
Q2 		$11.6M Sell
49,249
-1,897
-4% -$452K 0.13% 167
2024
Q1 		$12.5M Buy
51,146
+21,919
+75% +$4.98M 0.14% 155
2023
Q4 		$6.44M Sell
29,227
-22,232
-43% -$4.48M 0.08% 248
2023
Q3 		$10.1M Buy
51,459
+27,297
+113% +$5.6M 0.14% 157
2023
Q2 		$4.98M Buy
24,162
+668
+3% +$128K 0.07% 288
2023
Q1 		$4.48M Buy
23,494
+1,348
+6% +$256K 0.07% 291
2022
Q4 		$4.04M Buy
22,146
+16,788
+313% +$3M 0.06% 297
2022
Q3 		$844K Buy
5,358
+15
+0.3% +$2.61K 0.01% 778
2022
Q2 		$873K Sell
5,343
-24,409
-82% -$4.32M 0.02% 750
2022
Q1 		$5.79M Buy
+29,752
New +$5.72M 0.1% 225

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return