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 Q2	$324K	Buy	472 +4	+0.9%	+$2.67K	0.11%	138
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

O'Rourke & Company increased its Vanguard S&P 500 ETF (VOO) stake by 0.85% in Q2 2026, buying an estimated $2.67K and bringing the position to 472 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #138.

O'Rourke & Company first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

O'Rourke & Company held 472 shares of Vanguard S&P 500 ETF worth $324K as of Q2 2026.
O'Rourke & Company bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 0.11% of O'Rourke & Company's portfolio in Q2 2026, its #138 holding.
O'Rourke & Company first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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