Orion Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Orion Capital Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$178K	Hold	2,476	–	–	0.06%	157
2025 Q4	$180K	Buy	2,476 +8	+0.3%	+$582	0.06%	155
2025 Q3	$181K	Buy	2,468 +1,896	+331%	+$136K	0.06%	151
2025 Q2	$40K	Hold	572	–	–	0.02%	263
2025 Q1	$37K	Hold	572	–	–	0.02%	264
2024 Q4	$37.8K	Buy	+572	New	+$38.8K	0.02%	263
2024 Q3	–	Sell	-572	Closed	-$34.6K	–	414
2024 Q2	$34.6K	Hold	572	–	–	0.02%	268
2024 Q1	$35.7K	Hold	572	–	–	0.02%	279
2023 Q4	$33.3K	Hold	572	–	–	0.02%	284
2023 Q3	$29.8K	Buy	+572	New	+$31.4K	0.02%	282
2023 Q2	–	Sell	-572	Closed	-$30.2K	–	420
2023 Q1	$30.2K	Hold	572	–	–	0.02%	272
2022 Q4	$29.1K	Hold	572	–	–	0.02%	242
2022 Q3	$27K	Hold	572	–	–	0.02%	247
2022 Q2	$28K	Hold	572	–	–	0.02%	237
2022 Q1	$34K	Hold	572	–	–	0.02%	236
2021 Q4	$36K	Hold	572	–	–	0.02%	220
2021 Q3	$34K	Hold	572	–	–	0.02%	217
2021 Q2	$34K	Hold	572	–	–	0.02%	201
2021 Q1	$32K	Hold	572	–	–	0.02%	193
2020 Q4	$30K	Buy	+572	New	+$27.7K	0.02%	185

Other funds holding VO

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Creative Planning

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return