Atria Wealth Solutions, Inc. VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1927543
As of 2025-06-30, Atria Wealth Solutions, Inc. reported 94.26K VOO (shares), valued at $53.76M, or 1.22% of its reported non-derivative portfolio. Filed 2025-07-25.
Verify history & sources →Shares decreased 49.25%; reported value decreased 43.68%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | 1.22% | 94,258 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 1.15% | 185,727 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.39% | 234,456 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 1.38% | 240,525 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 1.44% | 259,364 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 1.54% | 283,099 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 1.50% | 273,463 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 1.46% | 264,015 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.46% | 264,015 | $103.92M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 1.50% | 273,463 | $119.45M | Shares increased 3.58%; reported value increased 14.94%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 1.54% | 283,099 | $136.09M | Shares increased 3.52%; reported value increased 13.93%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.44% | 259,364 | $130.00M | Shares decreased 8.38%; reported value decreased 4.47%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 1.38% | 240,525 | $127.20M | Shares decreased 7.26%; reported value decreased 2.16%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.39% | 234,456 | $126.33M | Shares decreased 2.52%; reported value decreased 0.69%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 1.15% | 185,727 | $95.45M | Shares decreased 20.78%; reported value decreased 24.44%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.22% | 94,258 | $53.76M | Shares decreased 49.25%; reported value decreased 43.68%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.