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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$933K	Sell	9,457 -7,054	-43%	-$742K	0.01%	1121
2024 Q4	$1.74M	Sell	16,511 -8,608	-34%	-$935K	0.02%	764
2024 Q3	$2.65M	Buy	+25,119	New	+$2.57M	0.03%	549
2020 Q3	–	Sell	-80	Closed	-$5K	–	1247
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	1479
2020 Q1	$4K	Buy	+80	New	+$5.02K	﹤0.01%	1374

Other funds holding IVOO

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

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

Orion Portfolio Solutions reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 43% in Q1 2025, selling an estimated $742K and leaving 9,457 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #1121.

Orion Portfolio Solutions first reported a position in IVOO in Q1 2020 and has held it in 5 quarters since. The position peaked at $2.65M in Q3 2024. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

Orion Portfolio Solutions held 9,457 shares of Vanguard S&P Mid-Cap 400 ETF worth $933K as of Q1 2025.
Orion Portfolio Solutions sold 7,054 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $742K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1121 holding.
Orion Portfolio Solutions first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2020 and has held it in 5 quarters since.
Orion Portfolio Solutions's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.65M in Q3 2024.
268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

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