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Orion Portfolio Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Orion Portfolio Solutions’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$79.1M Buy
153,937
+3,531
+2% +$1.91M 0.78% 14
2024
Q4 		$81M Buy
150,406
+41,052
+38% +$22.2M 0.81% 13
2024
Q3 		$57.7M Buy
109,354
+23,501
+27% +$11.9M 0.57% 21
2024
Q2 		$42.9M Buy
85,853
+2,629
+3% +$1.27M 0.45% 32
2024
Q1 		$40M Sell
83,224
-2,087
-2% -$955K 0.43% 32
2023
Q4 		$37.2M Sell
85,311
-1,816
-2% -$743K 0.43% 37
2023
Q3 		$34.2M Sell
87,127
-1,187
-1% -$485K 0.41% 41
2023
Q2 		$36M Buy
88,314
+8,332
+10% +$3.21M 0.38% 40
2023
Q1 		$30.1M Buy
79,982
+26,402
+49% +$9.68M 0.37% 44
2022
Q4 		$18.8M Buy
53,580
+109
+0.2% +$38.5K 0.66% 24
2022
Q3 		$17.6M Buy
53,471
+1,818
+4% +$664K 0.7% 22
2022
Q2 		$17.9M Sell
51,653
-161
-0.3% -$60.7K 0.72% 18
2022
Q1 		$21.5M Buy
51,814
+11,868
+30% +$4.86M 0.76% 18
2021
Q4 		$17.4M Sell
39,946
-9,144
-19% -$3.86M 0.58% 22
2021
Q3 		$19.4M Sell
49,090
-1,816
-4% -$737K 0.71% 20
2021
Q2 		$20M Sell
50,906
-2,445
-5% -$939K 0.79% 19
2021
Q1 		$19.4M Sell
53,351
-2,977
-5% -$1.06M 0.84% 19
2020
Q4 		$19.4M Sell
56,328
-3,539
-6% -$1.15M 0.9% 18
2020
Q3 		$18.4M Buy
59,867
+11,483
+24% +$3.5M 0.96% 16
2020
Q2 		$13.7M Buy
48,384
+32,370
+202% +$8.71M 0.74% 25
2020
Q1 		$3.79M Sell
16,014
-17,510
-52% -$4.91M 0.26% 59
2019
Q4 		$9.92M Buy
+33,524
New +$9.48M 0.78% 29

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q1 2025, buying an estimated $1.91M and bringing the position to 153,937 shares worth $79.1M. The position accounts for 0.78% of the portfolio, ranked #14.

Orion Portfolio Solutions first reported a position in VOO in Q4 2019 and has held it in 22 quarters since. The position peaked at $81M in Q4 2024. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Orion Portfolio Solutions held 153,937 shares of Vanguard S&P 500 ETF worth $79.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,531 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $1.91M.
  • Vanguard S&P 500 ETF made up 0.78% of Orion Portfolio Solutions's portfolio in Q1 2025, its #14 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Vanguard S&P 500 ETF position peaked at $81M in Q4 2024.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

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