Orion Portfolio Solutions’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Orion Portfolio Solutions’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,904	Closed	-$783K	–	1756
2024 Q1	$783K	Buy	+6,904	New	+$714K	0.01%	1094
2022 Q1	–	Sell	-4,054	Closed	-$429K	–	721
2021 Q4	$429K	Buy	4,054 +18	+0.4%	+$1.88K	0.01%	462
2021 Q3	$397K	Buy	4,036 +80	+2%	+$8.06K	0.01%	448
2021 Q2	$397K	Sell	3,956 -74	-2%	-$7.36K	0.02%	412
2021 Q1	$392K	Sell	4,030 -32	-0.8%	-$3.05K	0.02%	373
2020 Q4	$363K	Buy	4,062 +18	+0.4%	+$1.49K	0.02%	348
2020 Q3	$302K	Buy	4,044 +3,688	+1,036%	+$272K	0.02%	345
2020 Q2	$25K	Buy	356 +334	+1,518%	+$21.5K	﹤0.01%	885
2020 Q1	$1K	Buy	+22	New	+$1.5K	﹤0.01%	1742

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orion Portfolio Solutions's IVOG Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2024, closing a stake of 6,904 shares — an estimated $783K sold.

Orion Portfolio Solutions first reported a position in IVOG in Q1 2020 and held it in 9 quarters. The position peaked at $783K in Q1 2024. 127 funds tracked by Wall St. Rank hold IVOG as of Q2 2024.

Orion Portfolio Solutions reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
Orion Portfolio Solutions sold 6,904 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $783K.
Orion Portfolio Solutions first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2020 and held it in 9 quarters.
Orion Portfolio Solutions's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $783K in Q1 2024.
127 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.