ORG Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

ORG Wealth Partners’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4K	Sell	41 -80	-66%	-$22.9K	﹤0.01%	501
2026 Q1	$31.7K	Sell	121 -457	-79%	-$124K	0.01%	368
2025 Q4	$149K	Sell	578 -20	-3%	-$5.12K	0.04%	245
2025 Q3	$152K	Sell	598 -22	-4%	-$5.46K	0.03%	240
2025 Q2	$147K	Hold	620	–	–	0.04%	199
2025 Q1	$138K	Buy	620 +147	+31%	+$35.1K	0.04%	219
2024 Q4	$114K	Buy	473 +357	+308%	+$87.8K	0.04%	162
2024 Q3	$27.5K	Buy	+116	New	+$26.4K	0.01%	311

Other funds holding VB

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

ORG Wealth Partners's VB Position: Q2 2026 in Review

ORG Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 66% in Q2 2026, selling an estimated $22.9K and leaving 41 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

ORG Wealth Partners first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $152K in Q3 2025. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

ORG Wealth Partners held 41 shares of Vanguard Morningstar Small-Cap ETF worth $12.4K as of Q2 2026.
ORG Wealth Partners sold 80 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $22.9K.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #501 holding.
ORG Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $152K in Q3 2025.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.