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

Atria Wealth Solutions’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.6M Sell
27,733
-113
-0.4% -$17.9K 0.1% 229
2025
Q1 		$4.47M Sell
27,846
-9,420
-25% -$1.54M 0.05% 369
2024
Q4 		$6.03M Buy
37,266
+8,012
+27% +$1.35M 0.07% 308
2024
Q3 		$4.91M Sell
29,254
-5,856
-17% -$931K 0.05% 356
2024
Q2 		$5.29M Buy
35,110
+807
+2% +$122K 0.06% 326
2024
Q1 		$5.35M Buy
34,303
+1,044
+3% +$153K 0.06% 318
2023
Q4 		$4.82M Buy
33,259
+201
+0.6% +$27K 0.06% 320
2023
Q3 		$4.33M Sell
33,058
-4,929
-13% -$683K 0.06% 324
2023
Q2 		$5.26M Sell
37,987
-3,781
-9% -$504K 0.07% 271
2023
Q1 		$5.6M Buy
41,768
+4,111
+11% +$570K 0.08% 242
2022
Q4 		$5.09M Buy
37,657
+4,455
+13% +$598K 0.08% 251
2022
Q3 		$4.04M Sell
33,202
-1,855
-5% -$251K 0.07% 275
2022
Q2 		$4.54M Buy
35,057
+5,275
+18% +$746K 0.09% 249
2022
Q1 		$4.46M Buy
+29,782
New +$4.38M 0.07% 275

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.41% in Q2 2025, selling an estimated $17.9K and leaving 27,733 shares worth $4.6M. The position accounts for 0.1% of the portfolio, ranked #229.

Atria Wealth Solutions first reported a position in VOE in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.03M in Q4 2024. 1,123 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Atria Wealth Solutions held 27,733 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.6M as of Q2 2025.
  • Atria Wealth Solutions sold 113 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $17.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #229 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.03M in Q4 2024.
  • 1,123 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2025.

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