VCIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in O'ROURKE & COMPANY, Inc  Β·  17 quarters on record

AI Ownership Summary

O'ROURKE & COMPANY, Inc reported VANGUARD SCOTTSDALE FDS (VCIT) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.86% in 2023 Q4. The latest visible filing shows VCIT at 1.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'ROURKE & COMPANY, Inc's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VCIT was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.86% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How O'ROURKE & COMPANY, Inc held VCIT β€” position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 58,452 +2,481 +4.4% 1.90% $4.9M 2026-02-14 (Est.) $83.84
2025 Q3 ADDED 55,971 +1,024 +1.9% 1.97% $4.7M 2025-10-22 $82.70
2025 Q2 ADDED 54,947 +481 +0.9% 2.13% $4.6M 2025-07-18 $79.38
2025 Q1 ADDED 54,466 +2,108 +4.0% 2.21% $4.5M 2025-05-08 $77.45
2024 Q4 REDUCED 52,358 -1,511 -2.8% 2.06% $4.2M 2025-02-13 $76.39
2024 Q3 ADDED 53,869 +739 +1.4% 2.26% $4.5M 2024-10-28 $76.10
2024 Q2 REDUCED 53,130 -4,094 -7.2% 2.66% $4.7M 2024-07-18 $74.66
2024 Q1 ADDED 57,224 +2,609 +4.8% 2.67% $4.6M 2024-04-18 $71.28
2023 Q4 REDUCED 54,615 -3,438 -5.9% 2.86% $4.4M 2024-01-24 $72.36
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VCIT

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 0.75% NorthAvenue LLC 0.08% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About O'ROURKE & COMPANY, Inc and VCIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'ROURKE & COMPANY, Inc reported owning VCIT?

O'ROURKE & COMPANY, Inc reported VCIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VCIT position in O'ROURKE & COMPANY, Inc's portfolio?

The largest reported portfolio weight for VCIT was 2.86% in 2023 Q4.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2025 Q4, when O'ROURKE & COMPANY, Inc reported 58,452 shares, equal to 1.90% of portfolio, with an estimated market value of $4.9M.

What does the chart on this VCIT ownership page compare?

The chart compares O'ROURKE & COMPANY, Inc's quarterly VCIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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