OP
VTI icon

ORG Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

ORG Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.74M Buy
11,159
+1,065
+11% +$354K 0.66% 31
2025
Q3 		$3.31M Buy
10,094
+1,602
+19% +$506K 0.6% 33
2025
Q2 		$2.58M Sell
8,492
-216
-2% -$60.8K 0.55% 36
2025
Q1 		$2.4M Buy
8,708
+2,744
+46% +$797K 0.59% 34
2024
Q4 		$1.73M Sell
5,964
-74
-1% -$21.6K 0.23% 78
2024
Q3 		$1.71M Sell
6,038
-1,447
-19% -$395K 0.27% 72
2024
Q2 		$2.01M Buy
+7,485
New +$1.94M 0.25% 79
2024
Q1 		– Sell
-8,478
Closed -$2.01M – 1105
2023
Q4 		$2.01M Buy
8,478
+2,797
+49% +$618K 0.34% 59
2023
Q3 		$1.21M Sell
5,681
-2,313
-29% -$512K 0.36% 58
2023
Q2 		$1.77M Buy
+7,994
New +$1.67M 0.29% 67

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

ORG Partners's VTI Position: Q4 2025 in Review

ORG Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q4 2025, buying an estimated $354K and bringing the position to 11,159 shares worth $3.74M. The position accounts for 0.66% of the portfolio, ranked #31.

ORG Partners first reported a position in VTI in Q2 2023 and has held it in 10 quarters since. 3,583 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • ORG Partners held 11,159 shares of Vanguard Morningstar Total Stock Market ETF worth $3.74M as of Q4 2025.
  • ORG Partners bought 1,065 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $354K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of ORG Partners's portfolio in Q4 2025, its #31 holding.
  • ORG Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 10 quarters since.
  • 3,583 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

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