OPS
VGT icon

Orion Portfolio Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Orion Portfolio Solutions’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.73M Buy
40,312
+7,440
+23% +$561K 0.03% 569
2024
Q4 		$2.55M Buy
32,872
+2,648
+9% +$203K 0.03% 578
2024
Q3 		$2.22M Sell
30,224
-6,472
-18% -$460K 0.02% 640
2024
Q2 		$2.64M Buy
36,696
+1,848
+5% +$123K 0.03% 520
2024
Q1 		$2.28M Buy
34,848
+6,088
+21% +$386K 0.02% 600
2023
Q4 		$1.7M Sell
28,760
-18,592
-39% -$1.04M 0.02% 714
2023
Q3 		$2.46M Buy
47,352
+3,504
+8% +$191K 0.03% 524
2023
Q2 		$2.42M Buy
43,848
+11,200
+34% +$562K 0.03% 564
2023
Q1 		$1.57M Buy
32,648
+18,424
+130% +$814K 0.02% 693
2022
Q4 		$568K Sell
14,224
-432
-3% -$17.6K 0.02% 459
2022
Q3 		$563K Sell
14,656
-416
-3% -$18.3K 0.02% 394
2022
Q2 		$615K Sell
15,072
-1,152
-7% -$51.9K 0.02% 352
2022
Q1 		$845K Sell
16,224
-4,032
-20% -$207K 0.03% 294
2021
Q4 		$1.16M Buy
20,256
+8,808
+77% +$484K 0.04% 246
2021
Q3 		$574K Buy
11,448
+2,184
+24% +$113K 0.02% 358
2021
Q2 		$462K Buy
9,264
+3,144
+51% +$148K 0.02% 384
2021
Q1 		$274K Sell
6,120
-7,280
-54% -$327K 0.01% 456
2020
Q4 		$593K Buy
13,400
+4,640
+53% +$191K 0.03% 269
2020
Q3 		$341K Sell
8,760
-1,520
-15% -$57.2K 0.02% 319
2020
Q2 		$358K Buy
10,280
+5,968
+138% +$186K 0.02% 288
2020
Q1 		$114K Sell
4,312
-2,808
-39% -$85.1K 0.01% 417
2019
Q4 		$218K Buy
+7,120
New +$204K 0.02% 303

Other funds holding VGT

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard Information Technology ETF (VGT) stake by 23% in Q1 2025, buying an estimated $561K and bringing the position to 40,312 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #569.

Orion Portfolio Solutions first reported a position in VGT in Q4 2019 and has held it in 22 quarters since. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Orion Portfolio Solutions held 40,312 shares of Vanguard Information Technology ETF worth $2.73M as of Q1 2025.
  • Orion Portfolio Solutions bought 7,440 Vanguard Information Technology ETF shares in Q1 2025, an estimated $561K.
  • Vanguard Information Technology ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #569 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

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