ORG Partners’s Vanguard Small-Cap ETF VB Stock Holding History

ORG Partners’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$142K	Buy	549 +365	+198%	+$93.5K	0.02%	387
2025 Q3	$46.8K	Hold	184	–	–	0.01%	599
2025 Q2	$44.1K	Hold	184	–	–	0.01%	574
2025 Q1	$40.9K	Sell	184 -1,200	-87%	-$287K	0.01%	527
2024 Q4	$332K	Buy	1,384 +122	+10%	+$30K	0.05%	247
2024 Q3	$299K	Buy	1,262 +1,075	+575%	+$244K	0.05%	231
2024 Q2	$40.6K	Buy	+187	New	+$41.1K	0.01%	856
2024 Q1	–	Sell	-142	Closed	-$30.4K	–	1070
2023 Q4	$30.4K	Buy	142 +113	+390%	+$21.8K	0.01%	617
2023 Q3	$5.48K	Sell	29 -837	-97%	-$167K	﹤0.01%	937
2023 Q2	$173K	Buy	+866	New	+$164K	0.03%	400

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

ORG Partners's VB Position: Q4 2025 in Review

ORG Partners increased its Vanguard Small-Cap ETF (VB) stake by 198% in Q4 2025, buying an estimated $93.5K and bringing the position to 549 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #387.

ORG Partners first reported a position in VB in Q2 2023 and has held it in 10 quarters since. The position peaked at $332K in Q4 2024. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

ORG Partners held 549 shares of Vanguard Small-Cap ETF worth $142K as of Q4 2025.
ORG Partners bought 365 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $93.5K.
Vanguard Small-Cap ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #387 holding.
ORG Partners first reported a position in Vanguard Small-Cap ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Vanguard Small-Cap ETF position peaked at $332K in Q4 2024.
2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.