ORG Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$491K	Sell	713 -45	-6%	-$30K	0.07%	146
2026 Q1	$453K	Sell	758 -183	-19%	-$114K	0.09%	137
2025 Q4	$591K	Buy	941 +53	+6%	+$32.9K	0.14%	108
2025 Q3	$545K	Buy	888 +47	+6%	+$27.7K	0.12%	118
2025 Q2	$478K	Sell	841 -43	-5%	-$22.6K	0.11%	118
2025 Q1	$457K	Buy	884 +770	+675%	+$416K	0.14%	120
2024 Q4	$61.4K	Sell	114 -436	-79%	-$236K	0.02%	238
2024 Q3	$290K	Buy	+550	New	+$280K	0.1%	95

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

ORG Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, selling an estimated $30K and leaving 713 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #146.

ORG Wealth Partners first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $591K in Q4 2025. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

ORG Wealth Partners held 713 shares of Vanguard S&P 500 ETF worth $491K as of Q2 2026.
ORG Wealth Partners sold 45 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30K.
Vanguard S&P 500 ETF made up 0.07% of ORG Wealth Partners's portfolio in Q2 2026, its #146 holding.
ORG Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Vanguard S&P 500 ETF position peaked at $591K in Q4 2025.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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