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

Orion Portfolio Solutions’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-136
Closed -$9K – 1991
2020
Q2 		$9K Sell
136
-46
-25% -$2.65K ﹤0.01% 1261
2020
Q1 		$9K Buy
+182
New +$12.3K ﹤0.01% 1127

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Orion Portfolio Solutions's VIOO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2020, closing a stake of 136 shares — an estimated $9K sold.

Orion Portfolio Solutions first reported a position in VIOO in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 130 funds tracked by Wall St. Rank hold VIOO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 136 Vanguard S&P Small-Cap 600 ETF shares in Q3 2020, an estimated $9K.
  • Orion Portfolio Solutions first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Vanguard S&P Small-Cap 600 ETF position peaked at $9K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.