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O'Rourke & Company’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

O'Rourke & Company’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.94M Buy
59,717
+1,265
+2% +$106K 1.96% 12
2025
Q4 		$4.9M Buy
58,452
+2,481
+4% +$208K 1.9% 14
2025
Q3 		$4.71M Buy
55,971
+1,024
+2% +$85.2K 1.97% 11
2025
Q2 		$4.56M Buy
54,947
+481
+0.9% +$39.1K 2.13% 11
2025
Q1 		$4.45M Buy
54,466
+2,108
+4% +$171K 2.21% 11
2024
Q4 		$4.2M Sell
52,358
-1,511
-3% -$123K 2.06% 11
2024
Q3 		$4.51M Buy
53,869
+739
+1% +$60.8K 2.26% 10
2024
Q2 		$4.73M Sell
53,130
-4,094
-7% -$325K 2.66% 8
2024
Q1 		$4.61M Buy
57,224
+2,609
+5% +$209K 2.67% 8
2023
Q4 		$4.44M Sell
54,615
-3,438
-6% -$266K 2.86% 7
2023
Q3 		$4.41M Sell
58,053
-3,087
-5% -$240K 3.22% 5
2023
Q2 		$4.83M Buy
61,140
+3,998
+7% +$318K 3.39% 5
2023
Q1 		$4.58M Sell
57,142
-215
-0.4% -$17K 3.49% 5
2022
Q4 		$4.45M Sell
57,357
-13,154
-19% -$1.01M 3.53% 4
2022
Q3 		$5.34M Buy
70,511
+5,337
+8% +$428K 4.66% 3
2022
Q2 		$5.21M Sell
65,174
-19,480
-23% -$1.59M 4.42% 4
2022
Q1 		$7.28M Sell
84,654
-980
-1% -$87K 5.02% 4
2021
Q4 		$7.94M Buy
+85,634
New +$8.01M 5.3% 3

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

O'Rourke & Company's VCIT Position: Q1 2026 in Review

O'Rourke & Company increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2.2% in Q1 2026, buying an estimated $106K and bringing the position to 59,717 shares worth $4.94M. The position accounts for 1.96% of the portfolio, ranked #12.

O'Rourke & Company first reported a position in VCIT in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.94M in Q4 2021. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • O'Rourke & Company held 59,717 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.94M as of Q1 2026.
  • O'Rourke & Company bought 1,265 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $106K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.96% of O'Rourke & Company's portfolio in Q1 2026, its #12 holding.
  • O'Rourke & Company first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $7.94M in Q4 2021.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.