Atria Wealth Solutions’s Vanguard Morningstar 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	0.08%	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	0.07%	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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q2 2025, selling an estimated $915K and leaving 24,798 shares worth $7.13M. The position accounts for 0.16% of the portfolio, ranked #142.

Atria Wealth Solutions first reported a position in VV in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.98M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Atria Wealth Solutions held 24,798 shares of Vanguard Morningstar Large-Cap ETF worth $7.13M as of Q2 2025.
Atria Wealth Solutions sold 3,473 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $915K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Atria Wealth Solutions's portfolio in Q2 2025, its #142 holding.
Atria Wealth Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $7.98M in Q3 2024.
1,227 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

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