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

Atria Wealth Solutions’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.55M Buy
99,036
+1,926
+2% +$115K 0.15% 160
2025
Q1 		$5.41M Sell
97,110
-127,776
-57% -$7.74M 0.07% 314
2024
Q4 		$13.7M Buy
224,886
+78,732
+54% +$4.72M 0.15% 146
2024
Q3 		$8.42M Buy
146,154
+80,892
+124% +$4.49M 0.09% 226
2024
Q2 		$3.63M Sell
65,262
-3,774
-5% -$196K 0.04% 424
2024
Q1 		$3.51M Sell
69,036
-342
-0.5% -$16.5K 0.04% 446
2023
Q4 		$3.13M Sell
69,378
-2,880
-4% -$123K 0.04% 457
2023
Q3 		$2.98M Sell
72,258
-19,872
-22% -$845K 0.04% 435
2023
Q2 		$3.91M Buy
92,130
+4,596
+5% +$183K 0.05% 356
2023
Q1 		$3.36M Sell
87,534
-6,060
-6% -$223K 0.05% 373
2022
Q4 		$3.29M Buy
93,594
+13,782
+17% +$498K 0.05% 358
2022
Q3 		$2.78M Buy
79,812
+6,570
+9% +$257K 0.05% 375
2022
Q2 		$2.66M Sell
73,242
-12,090
-14% -$481K 0.05% 368
2022
Q1 		$3.92M Buy
+85,332
New +$3.85M 0.07% 305

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

Atria Wealth Solutions increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2% in Q2 2025, buying an estimated $115K and bringing the position to 99,036 shares worth $6.55M. The position accounts for 0.15% of the portfolio, ranked #160.

Atria Wealth Solutions first reported a position in VOOG in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.7M in Q4 2024. 616 funds tracked by Wall St. Rank hold VOOG as of Q2 2025.

  • Atria Wealth Solutions held 99,036 shares of Vanguard S&P 500 Growth ETF worth $6.55M as of Q2 2025.
  • Atria Wealth Solutions bought 1,926 Vanguard S&P 500 Growth ETF shares in Q2 2025, an estimated $115K.
  • Vanguard S&P 500 Growth ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #160 holding.
  • Atria Wealth Solutions first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard S&P 500 Growth ETF position peaked at $13.7M in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2025.

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