ORG Partners’s Vanguard 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ORG Partners's VTI Position: Q4 2025 in Review

ORG Partners increased its Vanguard 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. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

ORG Partners held 11,159 shares of Vanguard Total Stock Market ETF worth $3.74M as of Q4 2025.
ORG Partners bought 1,065 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $354K.
Vanguard 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 Total Stock Market ETF in Q2 2023 and has held it in 10 quarters since.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

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