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Vanguard Small-Cap ETF shares owned by Atria Investments

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 64k 237.21
2024-06-30 $13M 58k 218.05
2024-03-31 $14M 60k 228.59
2023-12-31 $13M 61k 213.33
2023-09-30 $12M 63k 189.07
2023-06-30 $11M 56k 198.89
2023-03-31 $12M 65k 189.56
2022-12-31 $8.6M 47k 183.54
2022-09-30 $11M 66k 170.91
2022-06-30 $14M 79k 176.11
2022-03-31 $13M 63k 212.52
2021-12-31 $12M 52k 226.01
2021-09-30 $11M 51k 218.67
2021-06-30 $11M 50k 225.29
2021-03-31 $8.2M 38k 214.07
2020-12-31 $6.6M 34k 194.68
2020-09-30 $4.5M 29k 153.80
2020-06-30 $4.1M 28k 145.72
2019-12-31 $12M 74k 165.64
2019-09-30 $10M 66k 153.88
2019-06-30 $9.0M 60k 150.11
2019-03-31 $2.7M 18k 152.79
2018-12-31 $1.5M 12k 131.96
2018-09-30 $2.2M 14k 162.55
2018-06-30 $2.1M 13k 155.68
2018-03-31 $2.0M 14k 146.95
2017-12-31 $1.8M 13k 147.78
2017-09-30 $2.1M 15k 141.31
2017-06-30 $1.3M 9.3k 135.58
2017-03-31 $1.7M 13k 133.29
2016-12-31 $1.8M 14k 128.97
2016-09-30 $813k 6.7k 122.18
2014-12-31 $756k 6.5k 116.65
2014-09-30 $723k 6.5k 110.64
2014-06-30 $755k 6.4k 117.13
2014-03-31 $685k 6.1k 113.02
2013-12-31 $617k 5.6k 109.86
2013-09-30 $597k 5.8k 102.52

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Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Captrust Financial Advisors
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF