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ORG Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

ORG Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$34.7K Hold
164
– – 0.01% 656
2025
Q3 		$34.2K Hold
164
– – 0.01% 668
2025
Q2 		$32.6K Hold
164
– – 0.01% 645
2025
Q1 		$30.6K Buy
164
+159
+3,180% +$31.4K 0.01% 592
2024
Q4 		$990 Hold
5
– – ﹤0.01% 1133
2024
Q3 		$1K Hold
5
– – ﹤0.01% 997
2024
Q2 		$902 Buy
+5
New +$924 ﹤0.01% 1576

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ORG Partners's VBR Position: Q4 2025 in Review

ORG Partners held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q4 2025 at 164 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #656.

ORG Partners first reported a position in VBR in Q2 2024 and has held it in 7 quarters since. 1,660 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • ORG Partners held 164 shares of Vanguard Morningstar Small-Cap Value ETF worth $34.7K as of Q4 2025.
  • ORG Partners left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #656 holding.
  • ORG Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

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