SEC 13F Intelligence

O'connor Financial Group LLC / VO

O'connor Financial Group LLC’s Vanguard Index Fds Position

Does O'connor Financial Group LLC own Vanguard Index Fds (VO)? Yes34.9K shares worth $10M (+4.10% of its 13F portfolio) as of Q1 2026, up from 34.8K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
34.9K
% of Portfolio
+4.10%
Quarters Held
13
currently held

Position History VO

Reported value by quarter
Q1 ’23: $684,907Q1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $8MQ1 ’24Q2 ’24: $7MQ3 ’24: $8MQ3 ’24Q4 ’24: $8MQ1 ’25: $8MQ1 ’25Q2 ’25: $10MQ3 ’25: $10MQ3 ’25Q4 ’25: $10MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.9K$10M+4.10%
Q4 202534.8K$10M+4.15%
Q3 202534.2K$10M+4.21%
Q2 202533.7K$10M+4.21%
Q1 202531.6K$8M+4.24%
Q4 202431.8K$8M+4.39%
Q3 202431.9K$8M+4.43%
Q2 202430.7K$7M+4.33%
Q1 202430.4K$8M+4.53%
Q4 202310.4K$2M+1.50%
Q3 20239.3K$2M+1.32%
Q2 20237.2K$2M+1.09%
Q1 20233.2K$684,907+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of VO.