AWS
VOO icon

Atria Wealth Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Atria Wealth Solutions’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$53.8M Sell
94,258
-91,469
-49% -$48.1M 1.22% 8
2025
Q1 		$95.4M Sell
185,727
-48,729
-21% -$26.3M 1.15% 9
2024
Q4 		$126M Sell
234,456
-6,069
-3% -$3.29M 1.38% 8
2024
Q3 		$127M Sell
240,525
-18,839
-7% -$9.58M 1.38% 7
2024
Q2 		$130M Sell
259,364
-23,735
-8% -$11.4M 1.43% 8
2024
Q1 		$136M Buy
283,099
+9,636
+4% +$4.41M 1.53% 7
2023
Q4 		$119M Buy
273,463
+9,448
+4% +$3.87M 1.49% 6
2023
Q3 		$104M Buy
264,015
+12,650
+5% +$5.17M 1.46% 5
2023
Q2 		$103M Buy
251,365
+20,195
+9% +$7.79M 1.4% 7
2023
Q1 		$86.9M Sell
231,170
-11,881
-5% -$4.36M 1.29% 9
2022
Q4 		$85.4M Buy
243,051
+27,075
+13% +$9.56M 1.37% 7
2022
Q3 		$71.1M Buy
215,976
+57,103
+36% +$20.9M 1.23% 8
2022
Q2 		$55.2M Sell
158,873
-5,539
-3% -$2.09M 1.04% 10
2022
Q1 		$68.3M Buy
+164,412
New +$67.3M 1.14% 12

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard S&P 500 ETF (VOO) stake by 49% in Q2 2025, selling an estimated $48.1M and leaving 94,258 shares worth $53.8M. The position accounts for 1.22% of the portfolio, ranked #8.

Atria Wealth Solutions first reported a position in VOO in Q1 2022 and has held it in 14 quarters since. The position peaked at $136M in Q1 2024. 3,389 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Atria Wealth Solutions held 94,258 shares of Vanguard S&P 500 ETF worth $53.8M as of Q2 2025.
  • Atria Wealth Solutions sold 91,469 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $48.1M.
  • Vanguard S&P 500 ETF made up 1.22% of Atria Wealth Solutions's portfolio in Q2 2025, its #8 holding.
  • Atria Wealth Solutions first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard S&P 500 ETF position peaked at $136M in Q1 2024.
  • 3,389 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

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