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Orion Portfolio Solutions’s Vanguard Financials ETF VFH Stock Holding History

Orion Portfolio Solutions’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.29M Buy
19,176
+9,861
+106% +$1.2M 0.02% 639
2024
Q4 		$1.1M Sell
9,315
-931
-9% -$110K 0.01% 1002
2024
Q3 		$1.13M Buy
10,246
+2,320
+29% +$246K 0.01% 993
2024
Q2 		$792K Buy
7,926
+70
+0.9% +$6.99K 0.01% 1081
2024
Q1 		$804K Buy
+7,856
New +$754K 0.01% 1080
2023
Q4 		– Sell
-8,782
Closed -$705K – 1758
2023
Q3 		$705K Buy
+8,782
New +$734K 0.01% 1070
2021
Q3 		– Sell
-3,629
Closed -$328K – 688
2021
Q2 		$328K Sell
3,629
-249
-6% -$22.5K 0.01% 464
2021
Q1 		$328K Buy
3,878
+439
+13% +$35K 0.01% 413
2020
Q4 		$251K Buy
+3,439
New +$227K 0.01% 433
2020
Q3 		– Sell
-413
Closed -$24K – 1983
2020
Q2 		$24K Buy
413
+160
+63% +$8.89K ﹤0.01% 897
2020
Q1 		$13K Sell
253
-39
-13% -$2.66K ﹤0.01% 982
2019
Q4 		$22K Buy
+292
New +$21.3K ﹤0.01% 751

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 VFH Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Financials ETF (VFH) stake by 106% in Q1 2025, buying an estimated $1.2M and bringing the position to 19,176 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #639.

Orion Portfolio Solutions first reported a position in VFH in Q4 2019 and has held it in 12 quarters since. 701 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Orion Portfolio Solutions held 19,176 shares of Vanguard Financials ETF worth $2.29M as of Q1 2025.
  • Orion Portfolio Solutions bought 9,861 Vanguard Financials ETF shares in Q1 2025, an estimated $1.2M.
  • Vanguard Financials ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #639 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 12 quarters since.
  • 701 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

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