Atria Investments, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1535865
Charlotte, NC
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$16,641,611
-$215,937 QoQ
Shares Held
63,537
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,641,611 | 63,537 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,857,548 | 65,352 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,791,463 | 69,968 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,380,531 | 69,122 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,106,977 | 59,107 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,084,207 | 54,454 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,267,310 | 64,362 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $12,675,537 | 58,134 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,688,883 | 59,884 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $12,971,743 | 60,806 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,903,469 | 62,958 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,115,962 | 55,890 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,310,784 | 64,944 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,576,090 | 46,726 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,216,139 | 65,626 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,969,221 | 79,321 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,316,290 | 62,659 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,784,161 | 52,140 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,049,832 | 50,532 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,200,696 | 49,719 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,162,228 | 38,127 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,619,898 | 34,004 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,457,124 | 28,980 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,124,021 | 28,301 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||