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ORG Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

ORG Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$43.3K Buy
596
+76
+15% +$5.53K 0.01% 611
2025
Q3 		$38.4K Buy
520
+264
+103% +$19K 0.01% 648
2025
Q2 		$18.1K Sell
256
-84
-25% -$5.51K ﹤0.01% 780
2025
Q1 		$22.2K Sell
340
-164
-33% -$11K 0.01% 661
2024
Q4 		$33.6K Buy
504
+44
+10% +$2.99K ﹤0.01% 634
2024
Q3 		$30.8K Sell
460
-48
-9% -$3.01K ﹤0.01% 607
2024
Q2 		$31.2K Buy
+508
New +$30.9K ﹤0.01% 954
2024
Q1 		– Sell
-684
Closed -$40.6K – 1089
2023
Q4 		$40.6K Buy
684
+332
+94% +$17.7K 0.01% 566
2023
Q3 		$18.8K Sell
352
-448
-56% -$24.6K 0.01% 715
2023
Q2 		$44.5K Buy
+800
New +$41.9K 0.01% 690

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ORG Partners's VO Position: Q4 2025 in Review

ORG Partners increased its Vanguard Mid-Cap ETF (VO) stake by 15% in Q4 2025, buying an estimated $5.53K and bringing the position to 596 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #611.

ORG Partners first reported a position in VO in Q2 2023 and has held it in 10 quarters since. The position peaked at $44.5K in Q2 2023. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • ORG Partners held 596 shares of Vanguard Mid-Cap ETF worth $43.3K as of Q4 2025.
  • ORG Partners bought 76 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $5.53K.
  • Vanguard Mid-Cap ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #611 holding.
  • ORG Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Vanguard Mid-Cap ETF position peaked at $44.5K in Q2 2023.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

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