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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Industrials ETF (VIS) stake by 21% in Q2 2025, selling an estimated $2.15M and leaving 31,808 shares worth $8.96M. The position accounts for 0.2% of the portfolio, ranked #111.

Atria Wealth Solutions first reported a position in VIS in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q1 2024. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

  • Atria Wealth Solutions held 31,808 shares of Vanguard Industrials ETF worth $8.96M as of Q2 2025.
  • Atria Wealth Solutions sold 8,305 Vanguard Industrials ETF shares in Q2 2025, an estimated $2.15M.
  • Vanguard Industrials ETF made up 0.2% of Atria Wealth Solutions's portfolio in Q2 2025, its #111 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Industrials ETF position peaked at $12.5M in Q1 2024.
  • 524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

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