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Orion Portfolio Solutions’s Vanguard Extended Market ETF VXF Stock Holding History

Orion Portfolio Solutions’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.73M Buy
21,653
+3,868
+22% +$732K 0.04% 440
2024
Q4 		$3.38M Buy
17,785
+1,947
+12% +$375K 0.03% 454
2024
Q3 		$2.88M Sell
15,838
-641
-4% -$112K 0.03% 525
2024
Q2 		$2.78M Sell
16,479
-460
-3% -$77.6K 0.03% 499
2024
Q1 		$2.97M Sell
16,939
-244
-1% -$40.5K 0.03% 484
2023
Q4 		$2.78M Sell
17,183
-734
-4% -$108K 0.03% 477
2023
Q3 		$2.57M Sell
17,917
-1,025
-5% -$154K 0.03% 504
2023
Q2 		$2.82M Sell
18,942
-3,881
-17% -$544K 0.03% 509
2023
Q1 		$3.2M Buy
22,823
+14,843
+186% +$2.11M 0.04% 406
2022
Q4 		$1.06M Buy
7,980
+237
+3% +$32.1K 0.04% 293
2022
Q3 		$984K Sell
7,743
-246
-3% -$34.7K 0.04% 270
2022
Q2 		$1.05M Sell
7,989
-1,845
-19% -$269K 0.04% 244
2022
Q1 		$1.63M Sell
9,834
-460
-4% -$75.7K 0.06% 197
2021
Q4 		$1.88M Buy
10,294
+173
+2% +$32.5K 0.06% 185
2021
Q3 		$1.85M Sell
10,121
-72
-0.7% -$13.4K 0.07% 173
2021
Q2 		$1.92M Sell
10,193
-187
-2% -$34.2K 0.08% 148
2021
Q1 		$1.84M Sell
10,380
-3,068
-23% -$545K 0.08% 136
2020
Q4 		$2.21M Sell
13,448
-1,401
-9% -$208K 0.1% 124
2020
Q3 		$1.93M Buy
14,849
+13,987
+1,623% +$1.78M 0.1% 119
2020
Q2 		$102K Sell
862
-400
-32% -$42.9K 0.01% 545
2020
Q1 		$114K Sell
1,262
-43,936
-97% -$5.11M 0.01% 418
2019
Q4 		$5.69M Buy
+45,198
New +$5.46M 0.45% 45

Other funds holding VXF

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard Extended Market ETF (VXF) stake by 22% in Q1 2025, buying an estimated $732K and bringing the position to 21,653 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #440.

Orion Portfolio Solutions first reported a position in VXF in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.69M in Q4 2019. 866 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • Orion Portfolio Solutions held 21,653 shares of Vanguard Extended Market ETF worth $3.73M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,868 Vanguard Extended Market ETF shares in Q1 2025, an estimated $732K.
  • Vanguard Extended Market ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #440 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Vanguard Extended Market ETF position peaked at $5.69M in Q4 2019.
  • 866 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

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