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Orion Portfolio Solutions, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on VTI, newest first. How the timeline and the estimate are built.

Orion Portfolio Solutions, LLC held 525,477 VTI shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 525,477 shares
    Change vs previous 13F +14,287 shares

    1.42% of the 13F portfolio, value $144,422,065.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 511,190 shares
    Change vs previous 13F -21,422 shares

    1.48% of the 13F portfolio, value $148,147,989.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 532,612 shares
    Change vs previous 13F -25,053 shares

    1.5% of the 13F portfolio, value $150,814,444.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 557,665 shares
    Change vs previous 13F -31,163 shares

    1.58% of the 13F portfolio, value $149,181,000.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 588,828 shares
    Change vs previous 13F -44,111 shares

    1.64% of the 13F portfolio, value $153,036,433.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 632,939 shares
    Change vs previous 13F -28,742 shares

    1.74% of the 13F portfolio, value $149,658,397.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 661,681 shares
    Change vs previous 13F -85,820 shares

    1.7% of the 13F portfolio, value $140,547,768.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 747,501 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $164,659,647.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).