Position history for Orion Porfolio Solutions, LLC's holdings in VANGUARD TAX-MANAGED FDS
Orion Porfolio Solutions, LLC holds 2.4M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $154.8M as of 2026-Q1. The position was decreased (-0.6% shares). VEA represents 1.3% of Orion Porfolio Solutions, LLC's portfolio.
Current Value
$154.8M
Current Shares
2.4M
Total Value Change
+$57.7M
Total Shares Change
+450,132
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 2.4M |
-0.6% |
| $154.8M |
| 1.3% |
| $66.61 |
0 |
| 2025-Q4 | Increased | 2.4M | +3.7% | $151.9M | 1.1% | $62.79 | 50 |
| 2025-Q3 | Increased | 2.3M | +3.9% | $140.5M | 1.1% | $58.72 | 50 |
| 2025-Q2 | Increased | 2.3M | +1.1% | $128.6M | 1.1% | $55.62 | 48 |
| 2025-Q1 | Increased | 2.2M | +10.3% | $113.5M | 1.1% | $49.75 | 52 |
| 2024-Q4 | Increased | 2M | +2.8% | $96.8M | 1.0% | $46.21 | 43 |
| 2024-Q3 | Increased | 2M | +0.2% | $104M | 1.0% | $50.45 | 47 |
| 2024-Q2 | Increased | 2M | +3.4% | $97.2M | 1.0% | $46.93 | 49 |