OPS
VOE icon

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

Orion Portfolio Solutions’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.64M Buy
10,240
+980
+11% +$160K 0.02% 809
2024
Q4 		$1.5M Buy
9,260
+4,018
+77% +$678K 0.01% 834
2024
Q3 		$879K Buy
5,242
+1,069
+26% +$170K 0.01% 1111
2024
Q2 		$628K Sell
4,173
-1,748
-30% -$265K 0.01% 1199
2024
Q1 		$923K Sell
5,921
-1,725
-23% -$253K 0.01% 1022
2023
Q4 		$1.11M Buy
7,646
+5,312
+228% +$713K 0.01% 899
2023
Q3 		$306K Sell
2,334
-5,724
-71% -$793K ﹤0.01% 1372
2023
Q2 		$1.12M Buy
8,058
+3,036
+60% +$405K 0.01% 902
2023
Q1 		$673K Buy
5,022
+809
+19% +$112K 0.01% 1033
2022
Q4 		$570K Buy
4,213
+1,010
+32% +$135K 0.02% 457
2022
Q3 		$390K Buy
3,203
+332
+12% +$44.9K 0.02% 497
2022
Q2 		$372K Buy
2,871
+378
+15% +$53.5K 0.01% 482
2022
Q1 		$373K Sell
2,493
-216
-8% -$31.8K 0.01% 511
2021
Q4 		$407K Sell
2,709
-1,197
-31% -$176K 0.01% 480
2021
Q3 		$545K Sell
3,906
-2,020
-34% -$287K 0.02% 373
2021
Q2 		$833K Buy
5,926
+3,068
+107% +$434K 0.03% 263
2021
Q1 		$385K Buy
+2,858
New +$366K 0.02% 381
2020
Q3 		– Sell
-747
Closed -$71K – 2000
2020
Q2 		$71K Sell
747
-168
-18% -$15.4K ﹤0.01% 623
2020
Q1 		$74K Buy
915
+8
+0.9% +$862 0.01% 509
2019
Q4 		$108K Buy
+907
New +$105K 0.01% 405

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Orion Portfolio Solutions increased its Vanguard Mid-Cap Value ETF (VOE) stake by 11% in Q1 2025, buying an estimated $160K and bringing the position to 10,240 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #809.

Orion Portfolio Solutions first reported a position in VOE in Q4 2019 and has held it in 20 quarters since. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • Orion Portfolio Solutions held 10,240 shares of Vanguard Mid-Cap Value ETF worth $1.64M as of Q1 2025.
  • Orion Portfolio Solutions bought 980 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $160K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #809 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

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