Atria Wealth Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.5M	Sell	170,973 -630,643	-79%	-$29.2M	0.19%	120
2025 Q1	$36.3M	Buy	801,616 +7,394	+0.9%	+$333K	0.44%	40
2024 Q4	$35M	Buy	794,222 +35,132	+5%	+$1.63M	0.38%	47
2024 Q3	$36.3M	Sell	759,090 -62,049	-8%	-$2.76M	0.39%	47
2024 Q2	$35.9M	Sell	821,139 -4,277	-0.5%	-$184K	0.4%	42
2024 Q1	$34.5M	Buy	825,416 +54,041	+7%	+$2.21M	0.39%	42
2023 Q4	$31.7M	Sell	771,375 -19,539	-2%	-$775K	0.4%	42
2023 Q3	$31M	Sell	790,914 -47,967	-6%	-$1.96M	0.43%	40
2023 Q2	$34.1M	Sell	838,881 -1,042	-0.1%	-$42K	0.47%	31
2023 Q1	$33.9M	Sell	839,923 -33,096	-4%	-$1.35M	0.5%	29
2022 Q4	$34M	Buy	873,019 +31,254	+4%	+$1.19M	0.55%	26
2022 Q3	$30.7M	Buy	841,765 +84,876	+11%	+$3.45M	0.53%	30
2022 Q2	$31.5M	Sell	756,889 -31,025	-4%	-$1.34M	0.59%	26
2022 Q1	$36.3M	Buy	+787,914	New	+$37.9M	0.6%	21

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 79% in Q2 2025, selling an estimated $29.2M and leaving 170,973 shares worth $8.5M. The position accounts for 0.19% of the portfolio, ranked #120.

Atria Wealth Solutions first reported a position in VWO in Q1 2022 and has held it in 14 quarters since. The position peaked at $36.3M in Q1 2022. 2,267 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

Atria Wealth Solutions held 170,973 shares of Vanguard FTSE Emerging Markets ETF worth $8.5M as of Q2 2025.
Atria Wealth Solutions sold 630,643 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $29.2M.
Vanguard FTSE Emerging Markets ETF made up 0.19% of Atria Wealth Solutions's portfolio in Q2 2025, its #120 holding.
Atria Wealth Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard FTSE Emerging Markets ETF position peaked at $36.3M in Q1 2022.
2,267 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

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