O'Rourke & Company’s Vanguard S&P 500 ETF VOO Stock Holding History

O'Rourke & Company’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Sell	468 -33	-7%	-$20.6K	0.11%	141
2025 Q4	$314K	Buy	501 +25	+5%	+$15.5K	0.12%	133
2025 Q3	$291K	Buy	476 +1	+0.2%	+$589	0.12%	135
2025 Q2	$270K	Buy	475 +5	+1%	+$2.63K	0.13%	134
2025 Q1	$242K	Sell	470 -24	-5%	-$13K	0.12%	141
2024 Q4	$266K	Buy	494 +31	+7%	+$16.8K	0.13%	135
2024 Q3	$244K	Sell	463 -23	-5%	-$11.7K	0.12%	132
2024 Q2	$243K	Buy	+486	New	+$234K	0.14%	132

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

O'Rourke & Company reduced its Vanguard S&P 500 ETF (VOO) stake by 6.6% in Q1 2026, selling an estimated $20.6K and leaving 468 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #141.

O'Rourke & Company first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $314K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

O'Rourke & Company held 468 shares of Vanguard S&P 500 ETF worth $279K as of Q1 2026.
O'Rourke & Company sold 33 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $20.6K.
Vanguard S&P 500 ETF made up 0.11% of O'Rourke & Company's portfolio in Q1 2026, its #141 holding.
O'Rourke & Company first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
O'Rourke & Company's Vanguard S&P 500 ETF position peaked at $314K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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