ORG Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

ORG Partners’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$114K	Hold	640	–	–	0.02%	433
2025 Q3	$112K	Sell	640 -34	-5%	-$5.79K	0.02%	438
2025 Q2	$112K	Hold	674	–	–	0.02%	411
2025 Q1	$108K	Buy	674 +127	+23%	+$20.8K	0.03%	373
2024 Q4	$88.5K	Buy	547 +337	+160%	+$56.8K	0.01%	448
2024 Q3	$35.2K	Buy	+210	New	+$33.4K	0.01%	587

Other funds holding VOE

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

ORG Partners's VOE Position: Q4 2025 in Review

ORG Partners held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q4 2025 at 640 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #433.

ORG Partners first reported a position in VOE in Q3 2024 and has held it in 6 quarters since. 1,201 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

ORG Partners held 640 shares of Vanguard Morningstar Mid-Cap Value ETF worth $114K as of Q4 2025.
ORG Partners left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q4 2025.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #433 holding.
ORG Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

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