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Vanguard S&p 500 Etf idx shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 29k 480.69
2023-12-31 $12M 27k 436.81
2023-09-30 $9.6M 25k 392.69
2023-06-30 $9.7M 24k 407.28
2023-03-31 $8.4M 22k 376.08

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard S&p 500 Etf Etf (VOO)
Timothy Plan International Etf Etf (TPIF)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Value Etf Etf (IVE)
Dimensional Emerging Markets Etf Etf (DFEM)

View all positions for O'Connor Financial Group

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
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Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Royal Bank of Canada
Global Assets Advisory
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx