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Atria Wealth Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Atria Wealth Solutions’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.4M Sell
191,280
-56,044
-23% -$3.68M 0.3% 71
2025
Q1 		$16M Sell
247,324
-92,868
-27% -$6.23M 0.19% 116
2024
Q4 		$22.5M Sell
340,192
-26,100
-7% -$1.77M 0.25% 85
2024
Q3 		$24.2M Sell
366,292
-6,168
-2% -$387K 0.26% 80
2024
Q2 		$22.6M Sell
372,460
-93,828
-20% -$5.7M 0.25% 81
2024
Q1 		$29.1M Buy
466,288
+14,148
+3% +$836K 0.33% 51
2023
Q4 		$26.3M Buy
452,140
+14,652
+3% +$783K 0.33% 53
2023
Q3 		$22.8M Buy
437,488
+14,160
+3% +$777K 0.32% 63
2023
Q2 		$23.3M Buy
423,328
+17,052
+4% +$894K 0.32% 65
2023
Q1 		$21.4M Buy
406,276
+29,492
+8% +$1.57M 0.32% 71
2022
Q4 		$19.2M Buy
376,784
+56,932
+18% +$2.9M 0.31% 75
2022
Q3 		$15M Buy
319,852
+7,344
+2% +$384K 0.26% 88
2022
Q2 		$15.4M Sell
312,508
-134,268
-30% -$7.25M 0.29% 77
2022
Q1 		$26.6M Buy
+446,776
New +$26.2M 0.44% 34

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q2 2025, selling an estimated $3.68M and leaving 191,280 shares worth $13.4M. The position accounts for 0.3% of the portfolio, ranked #71.

Atria Wealth Solutions first reported a position in VO in Q1 2022 and has held it in 14 quarters since. The position peaked at $29.1M in Q1 2024. 2,172 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Atria Wealth Solutions held 191,280 shares of Vanguard Morningstar Mid-Cap ETF worth $13.4M as of Q2 2025.
  • Atria Wealth Solutions sold 56,044 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $3.68M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.3% of Atria Wealth Solutions's portfolio in Q2 2025, its #71 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Morningstar Mid-Cap ETF position peaked at $29.1M in Q1 2024.
  • 2,172 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

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