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Atria Wealth Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

Atria Wealth Solutions’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.52M Sell
11,767
-30,599
-72% -$3.66M 0.03% 498
2025
Q1 		$4.91M Buy
42,366
+379
+0.9% +$45.4K 0.06% 343
2024
Q4 		$4.93M Buy
41,987
+135
+0.3% +$16.2K 0.05% 352
2024
Q3 		$5.01M Sell
41,852
-345
-0.8% -$39.7K 0.05% 350
2024
Q2 		$4.75M Buy
42,197
+2,280
+6% +$251K 0.05% 354
2024
Q1 		$4.41M Buy
39,917
+1,441
+4% +$152K 0.05% 374
2023
Q4 		$3.96M Sell
38,476
-197
-0.5% -$19K 0.05% 372
2023
Q3 		$3.6M Buy
38,673
+307
+0.8% +$29.8K 0.05% 379
2023
Q2 		$3.72M Buy
38,366
+2,639
+7% +$247K 0.05% 370
2023
Q1 		$3.29M Sell
35,727
-518
-1% -$46.9K 0.05% 380
2022
Q4 		$3.12M Sell
36,245
-851
-2% -$72.7K 0.05% 367
2022
Q3 		$2.93M Buy
37,096
+8,798
+31% +$773K 0.05% 355
2022
Q2 		$2.42M Buy
28,298
+5,546
+24% +$513K 0.05% 387
2022
Q1 		$2.3M Buy
+22,752
New +$2.3M 0.04% 441

Other funds holding VT

CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Total World Stock ETF (VT) stake by 72% in Q2 2025, selling an estimated $3.66M and leaving 11,767 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #498.

Atria Wealth Solutions first reported a position in VT in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.01M in Q3 2024. 1,032 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Atria Wealth Solutions held 11,767 shares of Vanguard Total World Stock ETF worth $1.52M as of Q2 2025.
  • Atria Wealth Solutions sold 30,599 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $3.66M.
  • Vanguard Total World Stock ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #498 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Total World Stock ETF position peaked at $5.01M in Q3 2024.
  • 1,032 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

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