Atria Wealth Solutions’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.34M	Sell	12,095 -23,673	-66%	-$4.2M	0.05%	378
2025 Q1	$6.16M	Sell	35,768 -7,275	-17%	-$1.38M	0.07%	278
2024 Q4	$8.18M	Buy	43,043 +3,254	+8%	+$627K	0.09%	228
2024 Q3	$7.26M	Buy	39,789 +394	+1%	+$68.9K	0.08%	267
2024 Q2	$6.67M	Sell	39,395 -8,028	-17%	-$1.35M	0.07%	270
2024 Q1	$8.31M	Sell	47,423 -1,708	-3%	-$284K	0.09%	230
2023 Q4	$8.08M	Buy	49,131 +737	+2%	+$108K	0.1%	206
2023 Q3	$6.95M	Sell	48,394 -3,964	-8%	-$595K	0.1%	214
2023 Q2	$7.81M	Buy	52,358 +1,073	+2%	+$150K	0.11%	187
2023 Q1	$7.19M	Sell	51,285 -131	-0.3%	-$18.6K	0.11%	188
2022 Q4	$6.83M	Sell	51,416 -2,236	-4%	-$303K	0.11%	197
2022 Q3	$6.82M	Buy	53,652 +24,755	+86%	+$3.49M	0.12%	181
2022 Q2	$3.79M	Sell	28,897 -16,727	-37%	-$2.43M	0.07%	286
2022 Q1	$7.56M	Buy	+45,624	New	+$7.51M	0.13%	173

Other funds holding VXF

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

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Extended Market ETF (VXF) stake by 66% in Q2 2025, selling an estimated $4.2M and leaving 12,095 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #378.

Atria Wealth Solutions first reported a position in VXF in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.31M in Q1 2024. 895 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

Atria Wealth Solutions held 12,095 shares of Vanguard Extended Market ETF worth $2.34M as of Q2 2025.
Atria Wealth Solutions sold 23,673 Vanguard Extended Market ETF shares in Q2 2025, an estimated $4.2M.
Vanguard Extended Market ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #378 holding.
Atria Wealth Solutions first reported a position in Vanguard Extended Market ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Extended Market ETF position peaked at $8.31M in Q1 2024.
895 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

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