VOO VANGUARD S&P 500 ETF

Ownership history in ORG Partners LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in VANGUARD S&P 500 ETF (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.39% (2024 Q3)
Avg. % of fund
2.21%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,364 +37 +0.5% 0.81% $4.6M $627.13
2025 Q3 REDUCED 7,327 -98 -1.3% 0.82% $4.5M $610.65
2025 Q2 ADDED 7,425 +36 +0.5% 0.90% $4.2M $564.81
2025 Q1 REDUCED 7,389 -45,348 -86.0% 0.94% $3.8M $509.43
2024 Q4 ADDED 52,737 +752 +1.4% 3.86% $28.4M $532.26
2024 Q3 ADDED 51,985 +998 +2.0% 4.39% $27.4M $519.60
2024 Q2 ADDED 50,987 +1,559 +3.2% 3.18% $25.6M $490.95
2023 Q4 ADDED 49,428 +46,101 +1385.7% 3.61% $21.6M $425.89
2023 Q3 REDUCED 3,327 -34,694 -91.2% 0.00% $3K $381.32
2023 Q2 ADDED 38,021 +1,896 +5.2% 2.52% $15.5M $393.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)
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