SEC 13F Intelligence

O'connor Financial Group LLC / VOO

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

Does O'connor Financial Group LLC own Vanguard Index Fds (VOO)? Yes44.4K shares worth $27M (+10.86% of its 13F portfolio) as of Q1 2026, up from 43.9K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
44.4K
% of Portfolio
+10.86%
Quarters Held
13
currently held

Position History VOO

Reported value by quarter
Q1 ’23: $8MQ1 ’23Q2 ’23: $10MQ3 ’23: $10MQ3 ’23Q4 ’23: $12MQ1 ’24: $14MQ1 ’24Q2 ’24: $15MQ3 ’24: $17MQ3 ’24Q4 ’24: $19MQ1 ’25: $20MQ1 ’25Q2 ’25: $24MQ3 ’25: $27MQ3 ’25Q4 ’25: $28MQ1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.4K$27M+10.86%
Q4 202543.9K$28M+11.10%
Q3 202543.8K$27M+11.25%
Q2 202542.5K$24M+10.77%
Q1 202538.1K$20M+10.19%
Q4 202434.6K$19M+9.76%
Q3 202432.6K$17M+9.04%
Q2 202430.2K$15M+8.79%
Q1 202429.0K$14M+8.30%
Q4 202326.5K$12M+7.15%
Q3 202324.5K$10M+6.59%
Q2 202323.9K$10M+6.71%
Q1 202322.4K$8M+6.33%

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 VOO.