Atria Wealth Solutions’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.13M	Sell	24,798 -3,473	-12%	-$915K	0.16%	142
2025 Q1	$7.27M	Sell	28,271 -445	-2%	-$121K	0.09%	241
2024 Q4	$7.74M	Sell	28,716 -1,563	-5%	-$424K	0.09%	244
2024 Q3	$7.98M	Buy	30,279 +7,245	+31%	+$1.84M	0.09%	238
2024 Q2	$5.76M	Sell	23,034 -4,644	-17%	-$1.12M	0.06%	305
2024 Q1	$6.64M	Buy	27,678 +2,974	+12%	+$680K	0.08%	271
2023 Q4	$5.39M	Sell	24,704 -3,255	-12%	-$665K	0.07%	295
2023 Q3	$5.47M	Sell	27,959 -809	-3%	-$165K	0.08%	268
2023 Q2	$5.83M	Sell	28,768 -196	-0.7%	-$37.6K	0.08%	245
2023 Q1	$5.41M	Buy	28,964 +1,892	+7%	+$344K	0.08%	248
2022 Q4	$4.72M	Buy	27,072 +3,433	+15%	+$602K	0.08%	264
2022 Q3	$3.87M	Buy	23,639 +3,026	+15%	+$550K	0.07%	288
2022 Q2	$3.55M	Sell	20,613 -4,165	-17%	-$782K	0.07%	305
2022 Q1	$5.17M	Buy	+24,778	New	+$5.09M	0.09%	245

Other funds holding VV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return