ORG Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

ORG Partners’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$62.6K	Hold	199	–	–	0.01%	540
2025 Q3	$61.3K	Hold	199	–	–	0.01%	545
2025 Q2	$56.7K	Hold	199	–	–	0.01%	513
2025 Q1	$51.3K	Hold	199	–	–	0.01%	478
2024 Q4	$53.7K	Buy	+199	New	+$53.9K	0.01%	537
2024 Q1	–	Sell	-70	Closed	-$15.3K	–	1114
2023 Q4	$15.3K	Buy	+70	New	+$14.3K	﹤0.01%	699

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ORG Partners's VV Position: Q4 2025 in Review

ORG Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q4 2025 at 199 shares worth $62.6K. The position accounts for 0.01% of the portfolio, ranked #540.

ORG Partners first reported a position in VV in Q4 2023 and has held it in 6 quarters since. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

ORG Partners held 199 shares of Vanguard Morningstar Large-Cap ETF worth $62.6K as of Q4 2025.
ORG Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q4 2025.
Vanguard Morningstar Large-Cap ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #540 holding.
ORG Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 6 quarters since.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

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