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Orion Portfolio Solutions’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Orion Portfolio Solutions’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$319K Sell
2,984
-2,661
-47% -$306K ﹤0.01% 1596
2024
Q4 		$657K Sell
5,645
-156
-3% -$19K 0.01% 1249
2024
Q3 		$695K Buy
+5,801
New +$672K 0.01% 1204

Other funds holding VIOG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 47% in Q1 2025, selling an estimated $306K and leaving 2,984 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Orion Portfolio Solutions first reported a position in VIOG in Q3 2024 and has held it in 3 quarters since. The position peaked at $695K in Q3 2024. 149 funds tracked by Wall St. Rank hold VIOG as of Q1 2025.

  • Orion Portfolio Solutions held 2,984 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $319K as of Q1 2025.
  • Orion Portfolio Solutions sold 2,661 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $306K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1596 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $695K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2025.

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