OWP
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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

ORG Wealth Partners's VOO Position: Q1 2026 in Review

ORG Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 19% in Q1 2026, selling an estimated $114K and leaving 758 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #137.

ORG Wealth Partners first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $591K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • ORG Wealth Partners held 758 shares of Vanguard S&P 500 ETF worth $453K as of Q1 2026.
  • ORG Wealth Partners sold 183 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $114K.
  • Vanguard S&P 500 ETF made up 0.09% of ORG Wealth Partners's portfolio in Q1 2026, its #137 holding.
  • ORG Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Vanguard S&P 500 ETF position peaked at $591K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.