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Atria Wealth Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Atria Wealth Solutions’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$38M Sell
124,227
-64,156
-34% -$18M 0.86% 11
2025
Q1 		$51.8M Sell
188,383
-675
-0.4% -$196K 0.62% 23
2024
Q4 		$54.8M Sell
189,058
-3,203
-2% -$935K 0.6% 24
2024
Q3 		$54.6M Sell
192,261
-3,321
-2% -$906K 0.59% 25
2024
Q2 		$52.4M Sell
195,582
-6,916
-3% -$1.79M 0.58% 24
2024
Q1 		$52.6M Buy
202,498
+18,276
+10% +$4.52M 0.59% 19
2023
Q4 		$43.7M Sell
184,222
-8,517
-4% -$1.88M 0.55% 25
2023
Q3 		$40.9M Buy
192,739
+4,153
+2% +$919K 0.57% 23
2023
Q2 		$41.5M Sell
188,586
-1,107
-0.6% -$231K 0.57% 23
2023
Q1 		$38.7M Buy
189,693
+7,357
+4% +$1.47M 0.57% 23
2022
Q4 		$34.9M Sell
182,336
-19,530
-10% -$3.76M 0.56% 25
2022
Q3 		$36.2M Buy
201,866
+63,002
+45% +$12.6M 0.63% 22
2022
Q2 		$26.2M Sell
138,864
-20,432
-13% -$4.2M 0.49% 38
2022
Q1 		$36.3M Buy
+159,296
New +$35.8M 0.6% 22

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 34% in Q2 2025, selling an estimated $18M and leaving 124,227 shares worth $38M. The position accounts for 0.86% of the portfolio, ranked #11.

Atria Wealth Solutions first reported a position in VTI in Q1 2022 and has held it in 14 quarters since. The position peaked at $54.8M in Q4 2024. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Atria Wealth Solutions held 124,227 shares of Vanguard Morningstar Total Stock Market ETF worth $38M as of Q2 2025.
  • Atria Wealth Solutions sold 64,156 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $18M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.86% of Atria Wealth Solutions's portfolio in Q2 2025, its #11 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Morningstar Total Stock Market ETF position peaked at $54.8M in Q4 2024.
  • 3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

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