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O'Rourke & Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

O'Rourke & Company’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$950K Buy
11,794
+58
+0.5% +$4.5K 0.33% 71
2026
Q1 		$843K Sell
11,736
-1,336
-10% -$99.3K 0.33% 74
2025
Q4 		$948K Buy
13,072
+92
+0.7% +$6.69K 0.37% 63
2025
Q3 		$953K Buy
12,980
+288
+2% +$20.7K 0.4% 58
2025
Q2 		$888K Sell
12,692
-548
-4% -$36K 0.41% 60
2025
Q1 		$856K Sell
13,240
-88
-0.7% -$5.91K 0.42% 56
2024
Q4 		$880K Sell
13,328
-116
-0.9% -$7.88K 0.43% 55
2024
Q3 		$887K Buy
13,444
+1,048
+8% +$65.8K 0.44% 51
2024
Q2 		$750K Buy
12,396
+344
+3% +$20.9K 0.42% 52
2024
Q1 		$753K Buy
12,052
+100
+0.8% +$5.91K 0.44% 56
2023
Q4 		$695K Buy
11,952
+260
+2% +$13.9K 0.45% 52
2023
Q3 		$609K Buy
11,692
+4
+0% +$219 0.44% 55
2023
Q2 		$643K Buy
11,688
+328
+3% +$17.2K 0.45% 53
2023
Q1 		$599K Sell
11,360
-2,016
-15% -$107K 0.46% 54
2022
Q4 		$682K Buy
13,376
+8
+0.1% +$407 0.54% 50
2022
Q3 		$628K Sell
13,368
-796
-6% -$41.6K 0.55% 47
2022
Q2 		$697K Sell
14,164
-1,316
-9% -$71.1K 0.59% 44
2022
Q1 		$920K Buy
15,480
+300
+2% +$17.6K 0.63% 41
2021
Q4 		$967K Buy
+15,180
New +$952K 0.64% 38

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

O'Rourke & Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.49% in Q2 2026, buying an estimated $4.5K and bringing the position to 11,794 shares worth $950K. The position accounts for 0.33% of the portfolio, ranked #71.

O'Rourke & Company first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $967K in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • O'Rourke & Company held 11,794 shares of Vanguard Morningstar Mid-Cap ETF worth $950K as of Q2 2026.
  • O'Rourke & Company bought 58 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.33% of O'Rourke & Company's portfolio in Q2 2026, its #71 holding.
  • O'Rourke & Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • O'Rourke & Company's Vanguard Morningstar Mid-Cap ETF position peaked at $967K in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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