OCFG
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O'Connor Financial Group’s Vanguard FTSE Europe ETF VGK Stock Holding History

O'Connor Financial Group’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,715
Closed -$626K – 54
2023
Q4 		$626K Sell
9,715
-88
-0.9% -$5.27K 0.39% 36
2023
Q3 		$568K Sell
9,803
-210
-2% -$12.8K 0.39% 38
2023
Q2 		$618K Buy
10,013
+218
+2% +$13.5K 0.43% 35
2023
Q1 		$597K Buy
+9,795
New +$585K 0.45% 34

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CZI
Chan Zuckerberg Initiative Redwood City, California $58.5M AUM 31.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

O'Connor Financial Group's VGK Position: Q1 2024 in Review

O'Connor Financial Group sold out of Vanguard FTSE Europe ETF (VGK) in Q1 2024, closing a stake of 9,715 shares — an estimated $626K sold.

O'Connor Financial Group first reported a position in VGK in Q1 2023 and held it in 4 quarters. The position peaked at $626K in Q4 2023. 635 funds tracked by Wall St. Rank hold VGK as of Q1 2024.

  • O'Connor Financial Group reported no remaining Vanguard FTSE Europe ETF position as of Q1 2024 after selling out during the quarter.
  • O'Connor Financial Group sold 9,715 Vanguard FTSE Europe ETF shares in Q1 2024, an estimated $626K.
  • O'Connor Financial Group first reported a position in Vanguard FTSE Europe ETF in Q1 2023 and held it in 4 quarters.
  • O'Connor Financial Group's Vanguard FTSE Europe ETF position peaked at $626K in Q4 2023.
  • 635 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2024.

Based on O'Connor Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.