VPIM
ORAN

Vanguard Personalized Indexing Management’s Orange ORAN Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-85,023
Closed -$976K – 1900
2024
Q3 		$976K Buy
85,023
+9,314
+12% +$106K 0.02% 778
2024
Q2 		$756K Buy
75,709
+26,527
+54% +$295K 0.01% 812
2024
Q1 		$579K Buy
49,182
+2,501
+5% +$29.2K 0.01% 941
2023
Q4 		$534K Buy
46,681
+7,161
+18% +$84.1K 0.01% 963
2023
Q3 		$454K Buy
39,520
+5,007
+15% +$57.3K 0.01% 917
2023
Q2 		$402K Buy
34,513
+6,476
+23% +$78.7K 0.01% 991
2023
Q1 		$335K Buy
28,037
+4,468
+19% +$49.3K 0.01% 1069
2022
Q4 		$233K Buy
23,569
+2,981
+14% +$28.8K 0.01% 1074
2022
Q3 		$185K Buy
20,588
+3,670
+22% +$37.5K 0.01% 1122
2022
Q2 		$199K Buy
16,918
+2,669
+19% +$32K 0.01% 1147
2022
Q1 		$168K Buy
14,249
+2,995
+27% +$35K 0.01% 1140
2021
Q4 		$119K Buy
+11,254
New +$122K 0.01% 1025
2021
Q2 		– Sell
-10,746
Closed -$132K – 998
2021
Q1 		$132K Buy
10,746
+221
+2% +$2.67K 0.02% 704
2020
Q4 		$125K Buy
+10,525
New +$123K 0.03% 536
2020
Q2 		– Sell
-13,312
Closed -$161K – 392
2020
Q1 		$161K Buy
+13,312
New +$181K 0.09% 229

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Vanguard Personalized Indexing Management's ORAN Position: Q4 2024 in Review

Vanguard Personalized Indexing Management sold out of Orange (ORAN) in Q4 2024, closing a stake of 85,023 shares — an estimated $976K sold.

Vanguard Personalized Indexing Management first reported a position in ORAN in Q1 2020 and held it in 15 quarters. The position peaked at $976K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Vanguard Personalized Indexing Management reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 85,023 Orange shares in Q4 2024, an estimated $976K.
  • Vanguard Personalized Indexing Management first reported a position in Orange in Q1 2020 and held it in 15 quarters.
  • Vanguard Personalized Indexing Management's Orange position peaked at $976K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.