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

Atria Wealth Solutions’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.13M Sell
21,529
-1,605
-7% -$414K 0.14% 173
2025
Q1 		$5.66M Sell
23,134
-2,993
-11% -$778K 0.07% 302
2024
Q4 		$6.63M Buy
26,127
+17,619
+207% +$4.54M 0.07% 280
2024
Q3 		$2.07M Sell
8,508
-3,939
-32% -$917K 0.02% 620
2024
Q2 		$2.86M Sell
12,447
-293
-2% -$67.2K 0.03% 508
2024
Q1 		$3M Buy
12,740
+532
+4% +$119K 0.03% 498
2023
Q4 		$2.68M Sell
12,208
-25
-0.2% -$5K 0.03% 507
2023
Q3 		$2.38M Sell
12,233
-1,860
-13% -$380K 0.03% 504
2023
Q2 		$2.9M Buy
14,093
+142
+1% +$27.5K 0.04% 449
2023
Q1 		$2.72M Buy
13,951
+643
+5% +$123K 0.04% 438
2022
Q4 		$2.39M Buy
13,308
+884
+7% +$160K 0.04% 448
2022
Q3 		$2.12M Buy
12,424
+6,868
+124% +$1.3M 0.04% 464
2022
Q2 		$974K Sell
5,556
-3,273
-37% -$634K 0.02% 704
2022
Q1 		$1.97M Buy
+8,829
New +$1.95M 0.03% 488

Other funds holding VOT

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.9% in Q2 2025, selling an estimated $414K and leaving 21,529 shares worth $6.13M. The position accounts for 0.14% of the portfolio, ranked #173.

Atria Wealth Solutions first reported a position in VOT in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.63M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Atria Wealth Solutions held 21,529 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.13M as of Q2 2025.
  • Atria Wealth Solutions sold 1,605 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $414K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #173 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.63M in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

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