Orion Portfolio Solutions, LLC MGC — VANGUARD WORLD FD

Ownership history in Orion Portfolio Solutions, LLC  ·  17 quarters on record

AI Ownership Summary

Orion Portfolio Solutions, LLC reported VANGUARD WORLD FD (MGC) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.37% in 2024 Q1. The latest visible filing shows MGC at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orion Portfolio Solutions, LLC's position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

MGC was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MGC stock page Orion Portfolio Solutions, LLC fund profile Orion Portfolio Solutions, LLC full holdings
How Orion Portfolio Solutions, LLC held MGC — position size vs. price
% of Fund (quarterly)    MGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED — — — 158,428 — 0% 0.34% $33.7M 2025-05-15 (Est.) $211.56
2024 Q4 REDUCED 8.2% -5.0% ✅ 158,428 -14,124 -8.2% 0.34% $33.7M 2025-02-12 $216.24
2024 Q3 REDUCED — — — 172,552 -3,079 -1.8% 0.36% $35.7M 2024-11-15 $207.53
2024 Q2 REDUCED — — — 175,631 -8,312 -4.5% 0.37% $34.7M 2024-08-13 $191.82
2024 Q1 REDUCED — — — 183,943 -1,484 -0.8% 0.37% $34.4M 2024-05-09 $182.18
2023 Q4 ADDED — — — 185,427 +2,469 +1.3% 0.36% $31.4M 2024-02-09 $175.78
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MGC

As of 2026 Q1 — sorted by position size

SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3Y 7Y 12.15% Investment Planning Advisors, Inc. 9.89% Blackston Financial Advisory Group, LLC 3Y 6.02% Colorado Capital Management, Inc. 3Y 7Y 5.24% Procyon Advisors, LLC 3Y 5.1% VSM Wealth Advisory, LLC 4.92% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 4.89% Verus Financial Partners, Inc. 3Y 7Y 4.64% CABANA LLC 3Y 7Y 4.49% FSA WEALTH PARTNERS, INC. 3Y 7Y 4.47%

FAQ About Orion Portfolio Solutions, LLC and MGC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Orion Portfolio Solutions, LLC reported owning MGC?

Orion Portfolio Solutions, LLC reported MGC across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported MGC position in Orion Portfolio Solutions, LLC's portfolio?

The largest reported portfolio weight for MGC was 0.37% in 2024 Q1.

What is the latest reported MGC position on this page?

The most recent filing on this page is 2025 Q1, when Orion Portfolio Solutions, LLC reported 158,428 shares, equal to 0.34% of portfolio, with an estimated market value of $33.7M.

What does the chart on this MGC ownership page compare?

The chart compares Orion Portfolio Solutions, LLC's quarterly MGC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Orion Portfolio Solutions, LLC time their MGC position?

Based on 13F filing dates vs. subsequent MGC price moves, Orion Portfolio Solutions, LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on MGC relative to SPY over the holding period was +0.6%.

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