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

ORG Partners’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.98K Sell
25
-39
-61% -$11.2K ﹤0.01% 1119
2025
Q3 		$18.8K Sell
64
-2,155
-97% -$622K ﹤0.01% 815
2025
Q2 		$629K Buy
+2,219
New +$572K 0.13% 142

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

ORG Partners's VOT Position: Q4 2025 in Review

ORG Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 61% in Q4 2025, selling an estimated $11.2K and leaving 25 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

ORG Partners first reported a position in VOT in Q2 2025 and has held it in 3 quarters since. The position peaked at $629K in Q2 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • ORG Partners held 25 shares of Vanguard Mid-Cap Growth ETF worth $6.98K as of Q4 2025.
  • ORG Partners sold 39 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $11.2K.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1119 holding.
  • ORG Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • ORG Partners's Vanguard Mid-Cap Growth ETF position peaked at $629K in Q2 2025.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

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