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Disclosery

Atria Investments, Inc: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on VUG, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 1,382,122 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,382,122 shares
    Change vs previous 13F +1,193,493 shares

    1.19% of the 13F portfolio, value $119,056,008.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 188,629 shares
    Change vs previous 13F +33,359 shares

    0.92% of the 13F portfolio, value $82,391,101.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 155,270 shares
    Change vs previous 13F -8,352 shares

    0.86% of the 13F portfolio, value $75,750,121.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 163,622 shares
    Change vs previous 13F -5,408 shares

    0.9% of the 13F portfolio, value $78,474,980.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 169,030 shares
    Change vs previous 13F -7,012 shares

    0.88% of the 13F portfolio, value $74,102,854.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 176,042 shares
    Change vs previous 13F -5,294 shares

    0.84% of the 13F portfolio, value $65,279,746.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 181,336 shares
    Change vs previous 13F -188 shares

    0.93% of the 13F portfolio, value $74,427,529.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 181,524 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $69,692,498.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).