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Orion Portfolio Solutions’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Orion Portfolio Solutions’s Portfolio VTC Stock Details VTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-239
Closed -$22K – 2015
2020
Q2 		$22K Buy
+239
New +$21.3K ﹤0.01% 925

Other funds holding VTC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PIP
Peachtree Investment Partners Indian River Shores,, Florida $262M AUM 17.39% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2020, closing a stake of 239 shares — an estimated $22K sold.

Orion Portfolio Solutions first reported a position in VTC in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 64 funds tracked by Wall St. Rank hold VTC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 239 Vanguard Total Corporate Bond ETF shares in Q3 2020, an estimated $22K.
  • Orion Portfolio Solutions first reported a position in Vanguard Total Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Vanguard Total Corporate Bond ETF position peaked at $22K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2020.

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