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Orion Portfolio Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Orion Portfolio Solutions’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,050
Closed -$118K – 2020
2020
Q2 		$118K Hold
2,050
– – 0.01% 513
2020
Q1 		$95K Buy
+2,050
New +$123K 0.01% 452

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2020, closing a stake of 2,050 shares — an estimated $118K sold.

Orion Portfolio Solutions first reported a position in VTWO in Q1 2020 and held it in 2 quarters. The position peaked at $118K in Q2 2020. 216 funds tracked by Wall St. Rank hold VTWO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Vanguard Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,050 Vanguard Russell 2000 ETF shares in Q3 2020, an estimated $118K.
  • Orion Portfolio Solutions first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Vanguard Russell 2000 ETF position peaked at $118K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2020.

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