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Orion Portfolio Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Orion Portfolio Solutions’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.56M Buy
43,110
+6,792
+19% +$889K 0.05% 321
2024
Q4 		$4.63M Buy
36,318
+7,929
+28% +$1.03M 0.05% 349
2024
Q3 		$3.64M Sell
28,389
-3,148
-10% -$389K 0.04% 431
2024
Q2 		$3.74M Buy
31,537
+852
+3% +$101K 0.04% 398
2024
Q1 		$3.71M Sell
30,685
-5,128
-14% -$588K 0.04% 410
2023
Q4 		$4.03M Sell
35,813
-33,228
-48% -$3.49M 0.05% 355
2023
Q3 		$7.13M Buy
69,041
+6,270
+10% +$673K 0.09% 221
2023
Q2 		$6.66M Buy
62,771
+3,829
+6% +$402K 0.07% 263
2023
Q1 		$6.22M Buy
58,942
+22,696
+63% +$2.44M 0.08% 230
2022
Q4 		$3.92M Buy
36,246
+5,063
+16% +$539K 0.14% 108
2022
Q3 		$2.96M Buy
31,183
+884
+3% +$91.9K 0.12% 121
2022
Q2 		$3.08M Sell
30,299
-341
-1% -$37K 0.12% 113
2022
Q1 		$3.44M Buy
30,640
+7,532
+33% +$840K 0.12% 115
2021
Q4 		$2.59M Buy
23,108
+4,694
+25% +$511K 0.09% 145
2021
Q3 		$1.9M Sell
18,414
-2,894
-14% -$306K 0.07% 167
2021
Q2 		$2.23M Buy
21,308
+464
+2% +$48.7K 0.09% 135
2021
Q1 		$2.11M Sell
20,844
-571
-3% -$55.1K 0.09% 125
2020
Q4 		$1.96M Buy
21,415
+2,473
+13% +$215K 0.09% 136
2020
Q3 		$1.53M Buy
18,942
+2,705
+17% +$222K 0.08% 138
2020
Q2 		$1.28M Buy
16,237
+2,298
+16% +$179K 0.07% 132
2020
Q1 		$986K Buy
13,939
+1,309
+10% +$112K 0.07% 129
2019
Q4 		$1.18M Buy
+12,630
New +$1.15M 0.09% 123

Other funds holding VYM

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q1 2025, buying an estimated $889K and bringing the position to 43,110 shares worth $5.56M. The position accounts for 0.05% of the portfolio, ranked #321.

Orion Portfolio Solutions first reported a position in VYM in Q4 2019 and has held it in 22 quarters since. The position peaked at $7.13M in Q3 2023. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Orion Portfolio Solutions held 43,110 shares of Vanguard High Dividend Yield ETF worth $5.56M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,792 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $889K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #321 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Vanguard High Dividend Yield ETF position peaked at $7.13M in Q3 2023.
  • 1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

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