Recent events
Recent events tied to this brand in public sources.
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2026
Vanguard launches Custom Model Portfolios for financial advisors
Vanguard launched Vanguard Custom Model Portfolios, an offering that lets financial advisors modify the firm's existing multi-asset and single-asset-class model portfolios to reflect individual client preferences. The offering is available through integrations with Vestmark, SS&C Black Diamond Wealth Solutions, and Orion, and carries a weighted average expense ratio of approximately 0.07%.
2026
Orion adds fractional-share trading support
Orion integrated fractional share trading into its next-generation trading and rebalancing platform for advisors who custody with Schwab Advisor Services, enabling them to implement client models to the dollar rather than rounding to whole shares.
2021
Orion launches two snack products in India
Orion introduced Strawberry Choco Pie and The Ultimate Choco Chip cookie in India.