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Orion Portfolio Solutions’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Orion Portfolio Solutions’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.28M Buy
3,940
+2,333
+145% +$845K 0.01% 945
2024
Q4 		$603K Sell
1,607
-478
-23% -$173K 0.01% 1277
2024
Q3 		$710K Buy
2,085
+131
+7% +$41.8K 0.01% 1193
2024
Q2 		$610K Sell
1,954
-170
-8% -$52.1K 0.01% 1209
2024
Q1 		$675K Buy
+2,124
New +$648K 0.01% 1154
2023
Q4 		– Sell
-2,190
Closed -$590K – 1757
2023
Q3 		$590K Buy
+2,190
New +$622K 0.01% 1144
2022
Q1 		– Sell
-597
Closed -$203K – 764
2021
Q4 		$203K Buy
+597
New +$201K 0.01% 682
2020
Q3 		– Sell
-116
Closed -$23K – 1979
2020
Q2 		$23K Hold
116
– – ﹤0.01% 909
2020
Q1 		$17K Buy
116
+114
+5,700% +$20.4K ﹤0.01% 901
2019
Q4 		$0 Buy
+2
New +$366 ﹤0.01% 1959

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's VCR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Consumer Discretionary ETF (VCR) stake by 145% in Q1 2025, buying an estimated $845K and bringing the position to 3,940 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #945.

Orion Portfolio Solutions first reported a position in VCR in Q4 2019 and has held it in 10 quarters since. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

  • Orion Portfolio Solutions held 3,940 shares of Vanguard Consumer Discretionary ETF worth $1.28M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,333 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $845K.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #945 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and has held it in 10 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.