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O'ROURKE & COMPANY, Inc

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1911468 BOSTON, MA

Position in VB

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$1,297,027
-$45,602 QoQ
Shares Held
4,952
-4.9% QoQ
Ownership
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,297,027 4,952
2025-12-31 $1,342,629 5,205
2025-09-30 $1,352,261 5,318
2025-06-30 $1,248,647 5,269
2025-03-31 $1,200,111 5,412
2024-12-31 $1,247,533 5,192
2024-09-30 $1,190,319 5,018
2024-06-30 $1,105,026 5,068
2024-03-31 $1,158,494 5,068
2023-12-31 $1,034,650 4,850
2023-09-30 $871,990 4,612
2023-06-30 $920,264 4,627
2023-03-31 $892,258 4,707
2022-12-31 $862,821 4,701
2022-09-30 $758,327 4,437
2022-06-30 $830,534 4,716
2022-03-31 $1,031,997 4,856
2021-12-31 $1,097,052 4,854