Atria Investments, Inc

Position in VXF — Vanguard Extended Market ETF

CIK 1535865 Charlotte, NC

Position in VXF

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

Position Value

$1,544,734

-$2,963 QoQ

Shares Held

7,506

+1.4% 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	$1,544,734	7,506	+1.4%	Shares	Sole	2026-05-05
2025-12-31	$1,547,697	7,401	+6.8%	Shares	Sole	2026-02-05
2025-09-30	$1,451,354	6,933	+1.0%	Shares	Sole	2025-11-06
2025-06-30	$1,323,339	6,867	-61.9%	Shares	Sole	2025-08-04
2025-03-31	$3,101,713	18,006	+14.9%	Shares	Sole	2025-05-06
2024-12-31	$2,977,176	15,671	-11.6%	Shares	Sole	2025-02-06
2024-09-30	$3,225,226	17,722	-1.0%	Shares	Sole	2024-11-01
2024-06-30	$3,021,509	17,901	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$3,101,402	17,695	-1.2%	Shares	Sole	2024-05-21
2023-12-31	$2,943,282	17,901	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$2,570,766	17,936	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$2,646,495	17,782	+4.3%	Shares	Sole	2023-08-04
2023-03-31	$2,389,989	17,047	+70.9%	Shares	Sole	2023-05-10
2022-12-31	$1,325,411	9,976	-17.6%	Shares	Sole	2023-01-31
2022-09-30	$1,538,412	12,103	-36.9%	Shares	Sole	2022-11-01
2022-06-30	$2,514,235	19,178	-15.0%	Shares	Sole	2022-08-11
2022-03-31	$3,735,633	22,550	-4.0%	Shares	Sole	2022-05-02
2021-12-31	$4,296,295	23,495	-3.3%	Shares	Sole	2022-02-04
2021-09-30	$4,432,624	24,307	-6.8%	Shares	Sole	2021-11-16
2021-06-30	$4,918,615	26,081	-23.8%	Shares	Sole	2021-08-10
2021-03-31	$6,054,390	34,223	+38.1%	Shares	Sole	2021-05-11
2020-12-31	$4,081,099	24,782	+15.7%	Shares	Sole	2021-02-12
2020-09-30	$2,778,732	21,421	-2.3%	Shares	Sole	2020-11-05
2020-06-30	$2,595,077	21,929	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.