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Orion Portfolio Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

Orion Portfolio Solutions’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$210K Buy
+1,812
New +$217K ﹤0.01% 1786
2023
Q4 		– Sell
-2,249
Closed -$210K – 1763
2023
Q3 		$210K Buy
+2,249
New +$218K ﹤0.01% 1535
2022
Q2 		– Sell
-2,269
Closed -$230K – 750
2022
Q1 		$230K Buy
2,269
+78
+4% +$7.9K 0.01% 642
2021
Q4 		$235K Hold
2,191
– – 0.01% 644
2021
Q3 		$223K Sell
2,191
-2,663
-55% -$279K 0.01% 604
2021
Q2 		$503K Buy
+4,854
New +$495K 0.02% 364
2020
Q3 		– Sell
-1,009
Closed -$76K – 2014
2020
Q2 		$76K Sell
1,009
-749
-43% -$52.8K ﹤0.01% 605
2020
Q1 		$110K Buy
1,758
+975
+125% +$73.5K 0.01% 428
2019
Q4 		$63K Buy
+783
New +$60.9K ﹤0.01% 512

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return