ORG Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

ORG Partners’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$122K	Sell	404 -16	-4%	-$4.83K	0.02%	419
2025 Q3	$125K	Buy	420 +10	+2%	+$2.89K	0.02%	419
2025 Q2	$114K	Buy	410 +33	+9%	+$8.5K	0.02%	408
2025 Q1	$95.2K	Buy	377 +4	+1%	+$1.11K	0.02%	391
2024 Q4	$105K	Buy	373 +26	+7%	+$7.35K	0.01%	415
2024 Q3	$92.9K	Sell	347 -5	-1%	-$1.28K	0.01%	397
2024 Q2	$87.5K	Buy	+352	New	+$87.8K	0.01%	631
2024 Q1	–	Sell	-112	Closed	-$27.1K	–	1071
2023 Q4	$27.1K	Buy	112 +48	+75%	+$10.4K	﹤0.01%	629
2023 Q3	$13.7K	Sell	64 -327	-84%	-$74.3K	﹤0.01%	770
2023 Q2	$89.7K	Buy	+391	New	+$85.1K	0.01%	549

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ORG Partners's VBK Position: Q4 2025 in Review

ORG Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.8% in Q4 2025, selling an estimated $4.83K and leaving 404 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #419.

ORG Partners first reported a position in VBK in Q2 2023 and has held it in 10 quarters since. The position peaked at $125K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

ORG Partners held 404 shares of Vanguard Morningstar Small-Cap Growth ETF worth $122K as of Q4 2025.
ORG Partners sold 16 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $4.83K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #419 holding.
ORG Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $125K in Q3 2025.
1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

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