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

Atria Wealth Solutions’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.79M	Sell	14,747 -1,993	-12%	-$359K	0.06%	337
2025 Q1	$3.08M	Buy	16,740 +1,769	+12%	+$331K	0.04%	492
2024 Q4	$2.76M	Sell	14,971 -272	-2%	-$52.2K	0.03%	531
2024 Q3	$2.92M	Sell	15,243 -3,794	-20%	-$697K	0.03%	503
2024 Q2	$3.35M	Sell	19,037 -577	-3%	-$102K	0.04%	449
2024 Q1	$3.54M	Buy	19,614 +18	+0.1%	+$3.09K	0.04%	443
2023 Q4	$3.29M	Buy	19,596 +1,042	+6%	+$162K	0.04%	435
2023 Q3	$2.76M	Sell	18,554 -12,060	-39%	-$1.88M	0.04%	466
2023 Q2	$4.77M	Sell	30,614 -4,107	-12%	-$611K	0.07%	298
2023 Q1	$5.09M	Buy	34,721 +8,149	+31%	+$1.19M	0.08%	260
2022 Q4	$3.72M	Buy	26,572 +3,929	+17%	+$542K	0.06%	323
2022 Q3	$2.81M	Sell	22,643 -304	-1%	-$41.6K	0.05%	367
2022 Q2	$3.05M	Buy	22,947 +714	+3%	+$102K	0.06%	336
2022 Q1	$3.35M	Buy	+22,233	New	+$3.31M	0.06%	339

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 12% in Q2 2025, selling an estimated $359K and leaving 14,747 shares worth $2.79M. The position accounts for 0.06% of the portfolio, ranked #337.

Atria Wealth Solutions first reported a position in VOOV in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.09M in Q1 2023. 406 funds tracked by Wall St. Rank hold VOOV as of Q2 2025.

Atria Wealth Solutions held 14,747 shares of Vanguard S&P 500 Value ETF worth $2.79M as of Q2 2025.
Atria Wealth Solutions sold 1,993 Vanguard S&P 500 Value ETF shares in Q2 2025, an estimated $359K.
Vanguard S&P 500 Value ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #337 holding.
Atria Wealth Solutions first reported a position in Vanguard S&P 500 Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard S&P 500 Value ETF position peaked at $5.09M in Q1 2023.
406 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2025.

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