OPS
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Orion Portfolio Solutions’s Vanguard Communication Services ETF VOX Stock Holding History

Orion Portfolio Solutions’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.01M Buy
13,535
+7,807
+136% +$1.24M 0.02% 705
2024
Q4 		$888K Sell
5,728
-1,797
-24% -$274K 0.01% 1120
2024
Q3 		$1.09M Sell
7,525
-632
-8% -$87.3K 0.01% 1011
2024
Q2 		$1.13M Buy
8,157
+111
+1% +$14.7K 0.01% 938
2024
Q1 		$1.06M Buy
8,046
+6,225
+342% +$781K 0.01% 959
2023
Q4 		$215K Sell
1,821
-13,849
-88% -$1.53M ﹤0.01% 1542
2023
Q3 		$1.65M Buy
15,670
+5,334
+52% +$577K 0.02% 697
2023
Q2 		$1.1M Sell
10,336
-389
-4% -$39K 0.01% 912
2023
Q1 		$1.04M Buy
+10,725
New +$989K 0.01% 861
2022
Q4 		– Sell
-3,141
Closed -$259K – 838
2022
Q3 		$259K Sell
3,141
-440
-12% -$41.9K 0.01% 626
2022
Q2 		$337K Sell
3,581
-2,723
-43% -$283K 0.01% 513
2022
Q1 		$757K Buy
6,304
+4,792
+317% +$587K 0.03% 320
2021
Q4 		$205K Buy
+1,512
New +$210K 0.01% 679
2020
Q3 		– Sell
-138
Closed -$13K – 2004
2020
Q2 		$13K Hold
138
– – ﹤0.01% 1114
2020
Q1 		$11K Sell
138
-16
-10% -$1.45K ﹤0.01% 1046
2019
Q4 		$14K Buy
+154
New +$13.9K ﹤0.01% 897

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard Communication Services ETF (VOX) stake by 136% in Q1 2025, buying an estimated $1.24M and bringing the position to 13,535 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #705.

Orion Portfolio Solutions first reported a position in VOX in Q4 2019 and has held it in 16 quarters since. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

  • Orion Portfolio Solutions held 13,535 shares of Vanguard Communication Services ETF worth $2.01M as of Q1 2025.
  • Orion Portfolio Solutions bought 7,807 Vanguard Communication Services ETF shares in Q1 2025, an estimated $1.24M.
  • Vanguard Communication Services ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #705 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Communication Services ETF in Q4 2019 and has held it in 16 quarters since.
  • 437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

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