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Orion Portfolio Solutions’s Vanguard Consumer Staples ETF VDC Stock Holding History

Orion Portfolio Solutions’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$9.25M Buy
42,253
+39,321
+1,341% +$8.5M 0.09% 219
2024
Q4 		$620K Sell
2,932
-1,203
-29% -$261K 0.01% 1267
2024
Q3 		$903K Buy
4,135
+461
+13% +$97.8K 0.01% 1096
2024
Q2 		$746K Sell
3,674
-133
-3% -$27K 0.01% 1118
2024
Q1 		$777K Buy
3,807
+2,738
+256% +$538K 0.01% 1097
2023
Q4 		$205K Sell
1,069
-4,128
-79% -$757K ﹤0.01% 1574
2023
Q3 		$949K Buy
5,197
+2,537
+95% +$490K 0.01% 949
2023
Q2 		$517K Buy
+2,660
New +$520K 0.01% 1197
2023
Q1 		– Sell
-1,708
Closed -$327K – 1617
2022
Q4 		$327K Buy
+1,708
New +$321K 0.01% 639
2022
Q2 		– Sell
-1,624
Closed -$318K – 745
2022
Q1 		$318K Buy
1,624
+583
+56% +$114K 0.01% 565
2021
Q4 		$208K Buy
+1,041
New +$196K 0.01% 675
2020
Q4 		– Sell
-45,154
Closed -$7.38M – 510
2020
Q3 		$7.38M Sell
45,154
-3,383
-7% -$545K 0.38% 48
2020
Q2 		$7.26M Sell
48,537
-27,423
-36% -$4.07M 0.39% 46
2020
Q1 		$10.5M Buy
75,960
+248
+0.3% +$38.2K 0.72% 21
2019
Q4 		$12.2M Buy
+75,712
New +$11.9M 0.96% 23

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard Consumer Staples ETF (VDC) stake by 1,341% in Q1 2025, buying an estimated $8.5M and bringing the position to 42,253 shares worth $9.25M. The position accounts for 0.09% of the portfolio, ranked #219.

Orion Portfolio Solutions first reported a position in VDC in Q4 2019 and has held it in 15 quarters since. The position peaked at $12.2M in Q4 2019. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

  • Orion Portfolio Solutions held 42,253 shares of Vanguard Consumer Staples ETF worth $9.25M as of Q1 2025.
  • Orion Portfolio Solutions bought 39,321 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $8.5M.
  • Vanguard Consumer Staples ETF made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #219 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 15 quarters since.
  • Orion Portfolio Solutions's Vanguard Consumer Staples ETF position peaked at $12.2M in Q4 2019.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

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