ORG Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

ORG Partners’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.62M	Buy	7,364 +37	+0.5%	+$23K	0.81%	21
2025 Q3	$4.49M	Sell	7,327 -98	-1%	-$57.8K	0.82%	26
2025 Q2	$4.22M	Buy	7,425 +36	+0.5%	+$18.9K	0.9%	20
2025 Q1	$3.81M	Sell	7,389 -45,348	-86%	-$24.5M	0.94%	18
2024 Q4	$28.4M	Buy	52,737 +752	+1%	+$407K	3.86%	3
2024 Q3	$27.4M	Buy	51,985 +998	+2%	+$507K	4.39%	2
2024 Q2	$25.6M	Buy	+50,987	New	+$24.5M	3.18%	3
2024 Q1	–	Sell	-49,428	Closed	-$21.6M	–	1093
2023 Q4	$21.6M	Buy	49,428 +46,101	+1,386%	+$18.9M	3.61%	3
2023 Q3	$1.31M	Sell	3,327 -34,694	-91%	-$14.2M	0.39%	49
2023 Q2	$15.5M	Buy	38,021 +1,896	+5%	+$731K	2.52%	4
2023 Q1	$13.6M	Buy	+36,125	New	+$13.2M	3.33%	5

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ORG Partners's VOO Position: Q4 2025 in Review

ORG Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.5% in Q4 2025, buying an estimated $23K and bringing the position to 7,364 shares worth $4.62M. The position accounts for 0.81% of the portfolio, ranked #21.

ORG Partners first reported a position in VOO in Q1 2023 and has held it in 11 quarters since. The position peaked at $28.4M in Q4 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

ORG Partners held 7,364 shares of Vanguard S&P 500 ETF worth $4.62M as of Q4 2025.
ORG Partners bought 37 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $23K.
Vanguard S&P 500 ETF made up 0.81% of ORG Partners's portfolio in Q4 2025, its #21 holding.
ORG Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's Vanguard S&P 500 ETF position peaked at $28.4M in Q4 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

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