Orion Porfolio Solutions, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1360533
OMAHA, NE
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,694,437
+$13,084,622 QoQ
Shares Held
147,448
+22.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#56
of 556 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,694,437 | 147,448 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,609,815 | 120,685 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,094,252 | 116,667 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,025,132 | 106,281 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,906,960 | 96,662 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $21,289,774 | 96,008 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $22,558,687 | 93,885 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $20,573,460 | 86,731 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $19,423,875 | 89,084 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $19,066,463 | 83,409 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $17,946,386 | 84,125 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $16,465,160 | 87,085 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $18,430,141 | 92,665 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $17,213,374 | 90,807 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $476,836 | 2,598 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $444,366 | 2,600 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $463,345 | 2,631 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $504,309 | 2,373 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $538,129 | 2,381 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $563,293 | 2,576 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $580,321 | 2,576 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $574,804 | 2,685 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $345,742 | 2,248 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||