ORC
VPU

O'Rourke & Company’s Vanguard Utilities ETF VPU Stock Holding History

O'Rourke & Company’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.43M Buy
17,308
+589
+4% +$114K 1.36% 19
2025
Q4 		$3.09M Buy
16,719
+3,789
+29% +$727K 1.2% 20
2025
Q3 		$2.45M Buy
12,930
+842
+7% +$154K 1.02% 27
2025
Q2 		$2.13M Buy
12,088
+411
+4% +$70.9K 1% 26
2025
Q1 		$1.99M Buy
11,677
+1,197
+11% +$202K 0.99% 27
2024
Q4 		$1.71M Buy
10,480
+3,087
+42% +$528K 0.84% 29
2024
Q3 		$1.29M Buy
7,393
+2,685
+57% +$432K 0.64% 35
2024
Q2 		$696K Buy
4,708
+2,029
+76% +$302K 0.39% 56
2024
Q1 		$382K Buy
2,679
+459
+21% +$62K 0.22% 94
2023
Q4 		$304K Sell
2,220
-660
-23% -$87.1K 0.2% 104
2023
Q3 		$367K Buy
2,880
+110
+4% +$15.4K 0.27% 77
2023
Q2 		$394K Hold
2,770
– – 0.28% 76
2023
Q1 		$409K Buy
2,770
+93
+3% +$13.8K 0.31% 73
2022
Q4 		$410K Buy
2,677
+441
+20% +$65.3K 0.33% 73
2022
Q3 		$318K Buy
2,236
+890
+66% +$142K 0.28% 80
2022
Q2 		$205K Buy
+1,346
New +$212K 0.17% 111

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

O'Rourke & Company increased its Vanguard Utilities ETF (VPU) stake by 3.5% in Q1 2026, buying an estimated $114K and bringing the position to 17,308 shares worth $3.43M. The position accounts for 1.36% of the portfolio, ranked #19.

O'Rourke & Company first reported a position in VPU in Q2 2022 and has held it in 16 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • O'Rourke & Company held 17,308 shares of Vanguard Utilities ETF worth $3.43M as of Q1 2026.
  • O'Rourke & Company bought 589 Vanguard Utilities ETF shares in Q1 2026, an estimated $114K.
  • Vanguard Utilities ETF made up 1.36% of O'Rourke & Company's portfolio in Q1 2026, its #19 holding.
  • O'Rourke & Company first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 16 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

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