OPS
VPU

Orion Portfolio Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Orion Portfolio Solutions’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.25M Buy
13,184
+9,666
+275% +$1.63M 0.02% 647
2024
Q4 		$575K Sell
3,518
-1,620
-32% -$277K 0.01% 1289
2024
Q3 		$894K Sell
5,138
-1,443
-22% -$232K 0.01% 1104
2024
Q2 		$973K Buy
6,581
+1,130
+21% +$168K 0.01% 1008
2024
Q1 		$777K Buy
+5,451
New +$737K 0.01% 1098
2023
Q4 		– Sell
-6,691
Closed -$853K – 1762
2023
Q3 		$853K Buy
6,691
+4,248
+174% +$594K 0.01% 990
2023
Q2 		$347K Sell
2,443
-166
-6% -$24.3K ﹤0.01% 1353
2023
Q1 		$385K Buy
2,609
+99
+4% +$14.7K ﹤0.01% 1251
2022
Q4 		$385K Buy
2,510
+408
+19% +$60.5K 0.01% 583
2022
Q3 		$299K Buy
2,102
+762
+57% +$121K 0.01% 573
2022
Q2 		$204K Sell
1,340
-1,148
-46% -$181K 0.01% 656
2022
Q1 		$403K Buy
2,488
+1,049
+73% +$159K 0.01% 490
2021
Q4 		$225K Sell
1,439
-546
-28% -$80.5K 0.01% 654
2021
Q3 		$276K Buy
1,985
+455
+30% +$66.4K 0.01% 545
2021
Q2 		$212K Buy
1,530
+69
+5% +$9.89K 0.01% 580
2021
Q1 		$205K Sell
1,461
-896
-38% -$122K 0.01% 525
2020
Q4 		$323K Buy
+2,357
New +$325K 0.02% 376
2020
Q3 		– Sell
-1,214
Closed -$150K – 2006
2020
Q2 		$150K Sell
1,214
-78
-6% -$9.88K 0.01% 462
2020
Q1 		$158K Buy
1,292
+460
+55% +$64.7K 0.01% 359
2019
Q4 		$119K Buy
+832
New +$117K 0.01% 389

Other funds holding VPU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard Utilities ETF (VPU) stake by 275% in Q1 2025, buying an estimated $1.63M and bringing the position to 13,184 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #647.

Orion Portfolio Solutions first reported a position in VPU in Q4 2019 and has held it in 20 quarters since. 602 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • Orion Portfolio Solutions held 13,184 shares of Vanguard Utilities ETF worth $2.25M as of Q1 2025.
  • Orion Portfolio Solutions bought 9,666 Vanguard Utilities ETF shares in Q1 2025, an estimated $1.63M.
  • Vanguard Utilities ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #647 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 20 quarters since.
  • 602 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

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