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Orion Portfolio Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Orion Portfolio Solutions’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.79M Buy
43,172
+3,144
+8% +$211K 0.03% 561
2024
Q4 		$2.64M Buy
40,028
+12,372
+45% +$840K 0.03% 562
2024
Q3 		$1.82M Buy
27,656
+4,540
+20% +$285K 0.02% 740
2024
Q2 		$1.4M Buy
23,116
+1,180
+5% +$71.7K 0.01% 819
2024
Q1 		$1.37M Sell
21,936
-8,132
-27% -$481K 0.01% 844
2023
Q4 		$1.74M Sell
30,068
-15,760
-34% -$842K 0.02% 707
2023
Q3 		$2.39M Buy
45,828
+19,600
+75% +$1.07M 0.03% 540
2023
Q2 		$1.44M Sell
26,228
-5,472
-17% -$287K 0.02% 796
2023
Q1 		$1.67M Buy
31,700
+13,304
+72% +$708K 0.02% 664
2022
Q4 		$937K Sell
18,396
-7,168
-28% -$365K 0.03% 324
2022
Q3 		$1.2M Buy
25,564
+13,116
+105% +$685K 0.05% 223
2022
Q2 		$613K Buy
12,448
+3,096
+33% +$167K 0.02% 355
2022
Q1 		$556K Buy
9,352
+100
+1% +$5.87K 0.02% 390
2021
Q4 		$589K Sell
9,252
-6,988
-43% -$438K 0.02% 385
2021
Q3 		$961K Sell
16,240
-12,840
-44% -$776K 0.04% 261
2021
Q2 		$1.73M Buy
29,080
+7,948
+38% +$461K 0.07% 161
2021
Q1 		$1.17M Buy
21,132
+8,456
+67% +$459K 0.05% 183
2020
Q4 		$655K Buy
12,676
+1,520
+14% +$73.6K 0.03% 256
2020
Q3 		$492K Buy
11,156
+2,196
+25% +$95.7K 0.03% 271
2020
Q2 		$367K Sell
8,960
-3,320
-27% -$127K 0.02% 285
2020
Q1 		$404K Buy
12,280
+2,964
+32% +$123K 0.03% 225
2019
Q4 		$415K Buy
+9,316
New +$400K 0.03% 228

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard Mid-Cap ETF (VO) stake by 7.9% in Q1 2025, buying an estimated $211K and bringing the position to 43,172 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #561.

Orion Portfolio Solutions first reported a position in VO in Q4 2019 and has held it in 22 quarters since. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Orion Portfolio Solutions held 43,172 shares of Vanguard Mid-Cap ETF worth $2.79M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,144 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $211K.
  • Vanguard Mid-Cap ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #561 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

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