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Orion Portfolio Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Orion Portfolio Solutions’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$46.6M Buy
1,029,957
+166,245
+19% +$7.48M 0.46% 32
2024
Q4 		$38M Buy
863,712
+24,920
+3% +$1.16M 0.38% 41
2024
Q3 		$40.1M Sell
838,792
-23,201
-3% -$1.03M 0.4% 38
2024
Q2 		$37.7M Buy
861,993
+35,086
+4% +$1.51M 0.4% 38
2024
Q1 		$34.5M Sell
826,907
-7,665
-0.9% -$313K 0.37% 43
2023
Q4 		$33.9M Sell
834,572
-1,445
-0.2% -$57.3K 0.39% 44
2023
Q3 		$32.8M Sell
836,017
-36,984
-4% -$1.51M 0.4% 45
2023
Q2 		$35.5M Sell
873,001
-5,938
-0.7% -$239K 0.38% 42
2023
Q1 		$35.5M Buy
878,939
+127,524
+17% +$5.2M 0.44% 35
2022
Q4 		$29.3M Buy
751,415
+11,641
+2% +$444K 1.03% 11
2022
Q3 		$27M Sell
739,774
-2,719
-0.4% -$110K 1.07% 11
2022
Q2 		$30.9M Sell
742,493
-11,704
-2% -$505K 1.24% 9
2022
Q1 		$34.8M Sell
754,197
-63,262
-8% -$3.04M 1.22% 11
2021
Q4 		$40.4M Sell
817,459
-14,442
-2% -$728K 1.35% 9
2021
Q3 		$41.6M Buy
831,901
+6,190
+0.7% +$320K 1.53% 9
2021
Q2 		$44.8M Sell
825,711
-8,719
-1% -$464K 1.76% 9
2021
Q1 		$43.4M Sell
834,430
-40,094
-5% -$2.13M 1.88% 9
2020
Q4 		$43.8M Sell
874,524
-34,087
-4% -$1.6M 2.04% 7
2020
Q3 		$39.3M Sell
908,611
-128,044
-12% -$5.57M 2.04% 7
2020
Q2 		$41.1M Buy
1,036,655
+81,217
+9% +$3.01M 2.22% 8
2020
Q1 		$32.1M Sell
955,438
-54,943
-5% -$2.24M 2.2% 7
2019
Q4 		$44.9M Buy
+1,010,381
New +$42.8M 3.53% 6

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 19% in Q1 2025, buying an estimated $7.48M and bringing the position to 1,029,957 shares worth $46.6M. The position accounts for 0.46% of the portfolio, ranked #32.

Orion Portfolio Solutions first reported a position in VWO in Q4 2019 and has held it in 22 quarters since. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Orion Portfolio Solutions held 1,029,957 shares of Vanguard FTSE Emerging Markets ETF worth $46.6M as of Q1 2025.
  • Orion Portfolio Solutions bought 166,245 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $7.48M.
  • Vanguard FTSE Emerging Markets ETF made up 0.46% of Orion Portfolio Solutions's portfolio in Q1 2025, its #32 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

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