VUG — VANGUARD GROWTH ETF

Ownership history in ORG Partners LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in VANGUARD GROWTH ETF (VUG). 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
0.8% (2025 Q3)
Avg. % of fund
0.45%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,200 +59 +0.6% 0.79% $4.5M $487.86
2025 Q3 ADDED 9,141 +2,340 +34.4% 0.80% $4.4M $479.12
2025 Q2 REDUCED 6,801 -144 -2.1% 0.63% $3.0M $437.49
2025 Q1 REDUCED 6,945 -2,703 -28.0% 0.64% $2.6M $369.62
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
← Back to ORG Partners LLC Holdings