Orion Portfolio Solutions’s Vanguard Large-Cap ETF VV Stock Holding History

Orion Portfolio Solutions’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.53M	Sell	5,966 -622	-9%	-$168K	0.02%	854
2024 Q4	$1.78M	Sell	6,588 -237	-3%	-$64.2K	0.02%	762
2024 Q3	$1.8M	Sell	6,825 -866	-11%	-$220K	0.02%	746
2024 Q2	$1.92M	Buy	7,691 +629	+9%	+$151K	0.02%	656
2024 Q1	$1.69M	Sell	7,062 -480	-6%	-$110K	0.02%	739
2023 Q4	$1.64M	Buy	7,542 +2,068	+38%	+$423K	0.02%	729
2023 Q3	$1.07M	Sell	5,474 -1,279	-19%	-$260K	0.01%	902
2023 Q2	$1.37M	Buy	6,753 +1,833	+37%	+$351K	0.01%	815
2023 Q1	$919K	Buy	4,920 +3,444	+233%	+$627K	0.01%	909
2022 Q4	$257K	Buy	+1,476	New	+$259K	0.01%	705
2020 Q3	–	Sell	-207	Closed	-$30K	–	2022
2020 Q2	$30K	Buy	207 +8	+4%	+$1.08K	﹤0.01%	838
2020 Q1	$24K	Sell	199 -101	-34%	-$14.2K	﹤0.01%	788
2019 Q4	$44K	Buy	+300	New	+$42.4K	﹤0.01%	579

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Vanguard Large-Cap ETF (VV) stake by 9.4% in Q1 2025, selling an estimated $168K and leaving 5,966 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #854.

Orion Portfolio Solutions first reported a position in VV in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.92M in Q2 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Orion Portfolio Solutions held 5,966 shares of Vanguard Large-Cap ETF worth $1.53M as of Q1 2025.
Orion Portfolio Solutions sold 622 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $168K.
Vanguard Large-Cap ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #854 holding.
Orion Portfolio Solutions first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 13 quarters since.
Orion Portfolio Solutions's Vanguard Large-Cap ETF position peaked at $1.92M in Q2 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

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