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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$680K	Buy	+3,102	New	+$669K	0.1%	117
2026 Q1	–	Sell	-1,632	Closed	-$334K	–	685
2025 Q4	$334K	Buy	1,632 +502	+44%	+$102K	0.08%	156
2025 Q3	$225K	Buy	+1,130	New	+$219K	0.05%	192
2025 Q1	–	Sell	-2,212	Closed	-$408K	–	812
2024 Q4	$408K	Buy	2,212 +2,054	+1,300%	+$394K	0.13%	79
2024 Q3	$30.1K	Buy	+158	New	+$29K	0.01%	294

Other funds holding VOOV

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

ORG Wealth Partners opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 3,102 shares worth $680K. The stake represents 0.1% of the portfolio and ranks #117 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in VOOV as recently as Q4 2025.

ORG Wealth Partners first reported a position in VOOV in Q3 2024 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

ORG Wealth Partners held 3,102 shares of Vanguard S&P 500 Value ETF worth $680K as of Q2 2026.
Vanguard S&P 500 Value ETF was a new ORG Wealth Partners position in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #117 holding.
ORG Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 5 quarters since.
451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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