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

Orion Portfolio Solutions’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.58M Sell
6,451
-4,701
-42% -$1.22M 0.02% 832
2024
Q4 		$2.83M Buy
11,152
+5,077
+84% +$1.31M 0.03% 538
2024
Q3 		$1.48M Buy
6,075
+1,688
+38% +$393K 0.01% 841
2024
Q2 		$1.01M Buy
4,387
+66
+2% +$15.1K 0.01% 987
2024
Q1 		$1.02M Sell
4,321
-7,351
-63% -$1.65M 0.01% 975
2023
Q4 		$2.52M Buy
11,672
+8,308
+247% +$1.66M 0.03% 525
2023
Q3 		$655K Sell
3,364
-1,664
-33% -$340K 0.01% 1095
2023
Q2 		$1.03M Sell
5,028
-2,391
-32% -$463K 0.01% 941
2023
Q1 		$1.45M Buy
7,419
+4,718
+175% +$903K 0.02% 726
2022
Q4 		$486K Buy
2,701
+770
+40% +$140K 0.02% 504
2022
Q3 		$329K Buy
1,931
+19
+1% +$3.6K 0.01% 539
2022
Q2 		$335K Sell
1,912
-235
-11% -$45.5K 0.01% 515
2022
Q1 		$478K Buy
2,147
+1,158
+117% +$256K 0.02% 440
2021
Q4 		$252K Sell
989
-3
-0.3% -$756 0.01% 620
2021
Q3 		$234K Buy
+992
New +$240K 0.01% 585
2021
Q2 		– Sell
-1,964
Closed -$421K – 637
2021
Q1 		$421K Buy
1,964
+285
+17% +$61.8K 0.02% 354
2020
Q4 		$356K Buy
+1,679
New +$331K 0.02% 356
2020
Q3 		– Sell
-389
Closed -$64K – 2003
2020
Q2 		$64K Buy
389
+181
+87% +$27.4K ﹤0.01% 654
2020
Q1 		$26K Sell
208
-101
-33% -$15.3K ﹤0.01% 767
2019
Q4 		$49K Buy
+309
New +$47.1K ﹤0.01% 556

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 42% in Q1 2025, selling an estimated $1.22M and leaving 6,451 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #832.

Orion Portfolio Solutions first reported a position in VOT in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.83M in Q4 2024. 975 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Orion Portfolio Solutions held 6,451 shares of Vanguard Mid-Cap Growth ETF worth $1.58M as of Q1 2025.
  • Orion Portfolio Solutions sold 4,701 Vanguard Mid-Cap Growth ETF shares in Q1 2025, an estimated $1.22M.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #832 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • Orion Portfolio Solutions's Vanguard Mid-Cap Growth ETF position peaked at $2.83M in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2025.

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