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

Orion Portfolio Solutions’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$515K Buy
2,797
+1,104
+65% +$207K 0.01% 1411
2024
Q4 		$312K Buy
1,693
+294
+21% +$56.4K ﹤0.01% 1544
2024
Q3 		$267K Buy
+1,399
New +$257K ﹤0.01% 1573

Other funds holding VOOV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard S&P 500 Value ETF (VOOV) stake by 65% in Q1 2025, buying an estimated $207K and bringing the position to 2,797 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #1411.

Orion Portfolio Solutions first reported a position in VOOV in Q3 2024 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold VOOV as of Q1 2025.

  • Orion Portfolio Solutions held 2,797 shares of Vanguard S&P 500 Value ETF worth $515K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,104 Vanguard S&P 500 Value ETF shares in Q1 2025, an estimated $207K.
  • Vanguard S&P 500 Value ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1411 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2025.

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