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Orion Portfolio Solutions’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Orion Portfolio Solutions’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.11M Buy
16,659
+8,211
+97% +$1.03M 0.02% 676
2024
Q4 		$1.02M Buy
8,448
+5,260
+165% +$649K 0.01% 1045
2024
Q3 		$388K Buy
+3,188
New +$376K ﹤0.01% 1426
2024
Q2 		– Sell
-6,747
Closed -$755K – 1807
2024
Q1 		$755K Buy
6,747
+2,816
+72% +$303K 0.01% 1109
2023
Q4 		$410K Buy
+3,931
New +$392K ﹤0.01% 1285

Other funds holding VFMV

TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MWG
Martin Worley Group Cottonwood Heights, Utah $204M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 97% in Q1 2025, buying an estimated $1.03M and bringing the position to 16,659 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #676.

Orion Portfolio Solutions first reported a position in VFMV in Q4 2023 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold VFMV as of Q1 2025.

  • Orion Portfolio Solutions held 16,659 shares of Vanguard US Minimum Volatility ETF worth $2.11M as of Q1 2025.
  • Orion Portfolio Solutions bought 8,211 Vanguard US Minimum Volatility ETF shares in Q1 2025, an estimated $1.03M.
  • Vanguard US Minimum Volatility ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #676 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard US Minimum Volatility ETF in Q4 2023 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2025.

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