Vanguard Personalized Indexing Management’s Oriental Rise Holdings ORIS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ORIS Stock Details ORIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-439	Closed	-$6.58K	–	2089
2025 Q3	$6.58K	Buy	439 +278	+173%	+$5.41K	﹤0.01%	1982
2025 Q2	$7.07K	Buy	+161	New	+$11.7K	﹤0.01%	1936

Other funds holding ORIS

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Vanguard Personalized Indexing Management's ORIS Position: Q4 2025 in Review

Vanguard Personalized Indexing Management sold out of Oriental Rise Holdings (ORIS) in Q4 2025, closing a stake of 439 shares — an estimated $6.58K sold.

Vanguard Personalized Indexing Management first reported a position in ORIS in Q2 2025 and held it in 2 quarters. The position peaked at $7.07K in Q2 2025. 4 funds tracked by Wall St. Rank hold ORIS as of Q4 2025.

Vanguard Personalized Indexing Management reported no remaining Oriental Rise Holdings position as of Q4 2025 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 439 Oriental Rise Holdings shares in Q4 2025, an estimated $6.58K.
Vanguard Personalized Indexing Management first reported a position in Oriental Rise Holdings in Q2 2025 and held it in 2 quarters.
Vanguard Personalized Indexing Management's Oriental Rise Holdings position peaked at $7.07K in Q2 2025.
4 funds tracked by Wall St. Rank held Oriental Rise Holdings as of Q4 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.