ORG Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

ORG Partners’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$68.3K	Buy	221 +16	+8%	+$4.9K	0.01%	524
2025 Q3	$62K	Buy	205 +34	+20%	+$9.91K	0.01%	541
2025 Q2	$48K	Buy	171 +16	+10%	+$4.16K	0.01%	552
2025 Q1	$39.5K	Sell	155 -1,199	-89%	-$321K	0.01%	535
2024 Q4	$361K	Buy	1,354 +6	+0.4%	+$1.61K	0.05%	228
2024 Q3	$351K	Sell	1,348 -7,158	-84%	-$1.79M	0.06%	211
2024 Q2	$2.1M	Buy	+8,506	New	+$2.02M	0.26%	75
2024 Q1	–	Sell	-7,703	Closed	-$1.67M	–	1090
2023 Q4	$1.67M	Buy	7,703 +7,092	+1,161%	+$1.44M	0.28%	72
2023 Q3	$119K	Sell	611 -6,845	-92%	-$1.39M	0.04%	377
2023 Q2	$1.5M	Buy	+7,456	New	+$1.42M	0.24%	84

Other funds holding VONE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

ORG Partners's VONE Position: Q4 2025 in Review

ORG Partners increased its Vanguard Russell 1000 ETF (VONE) stake by 7.8% in Q4 2025, buying an estimated $4.9K and bringing the position to 221 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #524.

ORG Partners first reported a position in VONE in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.1M in Q2 2024. 377 funds tracked by Wall St. Rank hold VONE as of Q4 2025.

ORG Partners held 221 shares of Vanguard Russell 1000 ETF worth $68.3K as of Q4 2025.
ORG Partners bought 16 Vanguard Russell 1000 ETF shares in Q4 2025, an estimated $4.9K.
Vanguard Russell 1000 ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #524 holding.
ORG Partners first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Vanguard Russell 1000 ETF position peaked at $2.1M in Q2 2024.
377 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2025.

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