ORG Wealth Partners
VOO icon

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
Q3 		$506K Buy
720
+7
+1% +$4.89K 0.08% 155
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

ORG Wealth Partners's VOO Position: Q3 2026 in Review

ORG Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.98% in Q3 2026, buying an estimated $4.89K and bringing the position to 720 shares worth $506K. The position accounts for 0.08% of the portfolio, ranked #155.

ORG Wealth Partners first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. The position peaked at $591K in Q4 2025. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • ORG Wealth Partners held 720 shares of Vanguard S&P 500 ETF worth $506K as of Q3 2026.
  • ORG Wealth Partners bought 7 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.89K.
  • Vanguard S&P 500 ETF made up 0.08% of ORG Wealth Partners's portfolio in Q3 2026, its #155 holding.
  • ORG Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
  • ORG Wealth Partners's Vanguard S&P 500 ETF position peaked at $591K in Q4 2025.
  • 2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.