Atria Investments, Inc

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1535865 Charlotte, NC

Position in VIG

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,294,231

-$302,250 QoQ

Shares Held

6,018

-17.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

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%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,294,231	6,018	-17.2%	Shares	Sole	2026-05-05
2025-12-31	$1,596,481	7,264	+10.2%	Shares	Sole	2026-02-05
2025-09-30	$1,422,056	6,590	-0.8%	Shares	Sole	2025-11-06
2025-06-30	$1,360,236	6,646	+73.2%	Shares	Sole	2025-08-04
2025-03-31	$744,339	3,837	-42.6%	Shares	Sole	2025-05-06
2024-12-31	$1,309,123	6,685	-4.6%	Shares	Sole	2025-02-06
2024-09-30	$1,387,212	7,004	+13.9%	Shares	Sole	2024-11-01
2024-06-30	$1,122,134	6,147	-78.4%	Shares	Sole	2024-08-13
2024-03-31	$5,185,028	28,394	-2.0%	Shares	Sole	2024-05-21
2023-12-31	$4,934,613	28,959	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$4,433,146	28,531	+16.0%	Shares	Sole	2023-11-07
2023-06-30	$3,995,290	24,597	-11.2%	Shares	Sole	2023-08-04
2023-03-31	$4,267,463	27,709	+27.0%	Shares	Sole	2023-05-10
2022-12-31	$3,312,759	21,816	-21.4%	Shares	Sole	2023-01-31
2022-09-30	$3,750,825	27,751	-12.9%	Shares	Sole	2022-11-01
2022-06-30	$4,568,515	31,843	+15.4%	Shares	Sole	2022-08-11
2022-03-31	$4,476,426	27,605	+2.3%	Shares	Sole	2022-05-02
2021-12-31	$4,636,047	26,993	-96.0%	Shares	Sole	2022-02-04
2021-09-30	$104,660,582	681,384	-9.0%	Shares	Sole	2021-11-16
2021-06-30	$115,946,997	749,060	+560.7%	Shares	Sole	2021-08-10
2021-03-31	$16,673,871	113,366	-52.1%	Shares	Sole	2021-05-11
2020-12-31	$33,438,232	236,865	-41.1%	Shares	Sole	2021-02-12
2020-09-30	$51,780,503	402,460	+73.8%	Shares	Sole	2020-11-05
2020-06-30	$27,140,059	231,610	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.