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O'Rourke & Company’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

O'Rourke & Company’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$768K Sell
5,890
-283
-5% -$35.1K 0.27% 85
2026
Q1 		$706K Sell
6,173
-291
-5% -$34.2K 0.28% 85
2025
Q4 		$723K Buy
6,464
+33
+0.5% +$3.66K 0.28% 83
2025
Q3 		$710K Sell
6,431
-163
-2% -$17.7K 0.3% 81
2025
Q2 		$692K Sell
6,594
-357
-5% -$35.5K 0.32% 75
2025
Q1 		$686K Buy
6,951
+44
+0.6% +$4.63K 0.34% 70
2024
Q4 		$729K Sell
6,907
-468
-6% -$50.8K 0.36% 62
2024
Q3 		$779K Buy
7,375
+6
+0.1% +$613 0.39% 57
2024
Q2 		$730K Hold
7,369
– – 0.41% 53
2024
Q1 		$759K Buy
7,369
+4
+0.1% +$384 0.44% 55
2023
Q4 		$692K Buy
7,365
+7
+0.1% +$602 0.45% 53
2023
Q3 		$622K Sell
7,358
-188
-2% -$16.7K 0.45% 52
2023
Q2 		$668K Hold
7,546
– – 0.47% 49
2023
Q1 		$639K Sell
7,546
-166
-2% -$14.3K 0.49% 52
2022
Q4 		$631K Buy
7,712
+12
+0.2% +$982 0.5% 56
2022
Q3 		$572K Sell
7,700
-182
-2% -$14.9K 0.5% 52
2022
Q2 		$603K Buy
7,882
+6
+0.1% +$502 0.51% 52
2022
Q1 		$716K Buy
7,876
+584
+8% +$52.6K 0.49% 49
2021
Q4 		$698K Buy
+7,292
New +$687K 0.47% 49

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Rourke & Company's IVOO Position: Q2 2026 in Review

O'Rourke & Company reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.6% in Q2 2026, selling an estimated $35.1K and leaving 5,890 shares worth $768K. The position accounts for 0.27% of the portfolio, ranked #85.

O'Rourke & Company first reported a position in IVOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $779K in Q3 2024. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • O'Rourke & Company held 5,890 shares of Vanguard S&P Mid-Cap 400 ETF worth $768K as of Q2 2026.
  • O'Rourke & Company sold 283 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $35.1K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.27% of O'Rourke & Company's portfolio in Q2 2026, its #85 holding.
  • O'Rourke & Company first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 19 quarters since.
  • O'Rourke & Company's Vanguard S&P Mid-Cap 400 ETF position peaked at $779K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.