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

Orion Portfolio Solutions’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$802K Sell
14,388
-12,204
-46% -$740K 0.01% 1198
2024
Q4 		$1.62M Buy
26,592
+16,758
+170% +$1.01M 0.02% 803
2024
Q3 		$566K Sell
9,834
-408
-4% -$22.6K 0.01% 1291
2024
Q2 		$569K Sell
10,242
-11,688
-53% -$606K 0.01% 1232
2024
Q1 		$1.11M Buy
21,930
+14,160
+182% +$684K 0.01% 940
2023
Q4 		$348K Sell
7,770
-8,976
-54% -$384K ﹤0.01% 1346
2023
Q3 		$689K Buy
16,746
+114
+0.7% +$4.85K 0.01% 1075
2023
Q2 		$705K Buy
16,632
+546
+3% +$21.7K 0.01% 1086
2023
Q1 		$618K Buy
16,086
+4,218
+36% +$155K 0.01% 1068
2022
Q4 		$417K Sell
11,868
-246
-2% -$8.88K 0.01% 550
2022
Q3 		$421K Buy
12,114
+516
+4% +$20.2K 0.02% 470
2022
Q2 		$421K Buy
11,598
+120
+1% +$4.78K 0.02% 444
2022
Q1 		$527K Buy
11,478
+6,474
+129% +$292K 0.02% 408
2021
Q4 		$252K Buy
5,004
+6
+0.1% +$291 0.01% 619
2021
Q3 		$222K Sell
4,998
-6
-0.1% -$275 0.01% 605
2021
Q2 		$219K Buy
+5,004
New +$208K 0.01% 568

Other funds holding VOOG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 46% in Q1 2025, selling an estimated $740K and leaving 14,388 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #1198.

Orion Portfolio Solutions first reported a position in VOOG in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.62M in Q4 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Orion Portfolio Solutions held 14,388 shares of Vanguard S&P 500 Growth ETF worth $802K as of Q1 2025.
  • Orion Portfolio Solutions sold 12,204 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $740K.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1198 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's Vanguard S&P 500 Growth ETF position peaked at $1.62M in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

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