O'Connor Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

O'Connor Financial Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.8M	Buy	44,893 +466	+1%	+$311K	10.91%	1
2026 Q1	$26.5M	Buy	44,427 +501	+1%	+$313K	10.86%	1
2025 Q4	$27.8M	Buy	43,926 +106	+0.2%	+$65.9K	11.1%	1
2025 Q3	$26.8M	Buy	43,820 +1,367	+3%	+$806K	11.25%	1
2025 Q2	$24.4M	Buy	42,453 +4,307	+11%	+$2.26M	10.77%	1
2025 Q1	$19.6M	Buy	38,146 +3,500	+10%	+$1.89M	10.19%	2
2024 Q4	$18.7M	Buy	34,646 +2,038	+6%	+$1.1M	9.76%	2
2024 Q3	$17.2M	Buy	32,608 +2,387	+8%	+$1.21M	9.04%	3
2024 Q2	$15.1M	Buy	30,221 +1,238	+4%	+$596K	8.79%	3
2024 Q1	$13.9M	Buy	28,983 +2,500	+9%	+$1.14M	8.3%	3
2023 Q4	$11.6M	Buy	26,483 +1,978	+8%	+$810K	7.15%	4
2023 Q3	$9.62M	Buy	24,505 +598	+3%	+$245K	6.59%	4
2023 Q2	$9.74M	Buy	23,907 +1,537	+7%	+$593K	6.71%	4
2023 Q1	$8.41M	Buy	+22,370	New	+$8.2M	6.33%	4

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

O'Connor Financial Group's VOO Position: Q2 2026 in Review

O'Connor Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, buying an estimated $311K and bringing the position to 44,893 shares worth $30.8M. The position accounts for 10.91% of the portfolio, ranked #1.

O'Connor Financial Group first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

O'Connor Financial Group held 44,893 shares of Vanguard S&P 500 ETF worth $30.8M as of Q2 2026.
O'Connor Financial Group bought 466 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $311K.
Vanguard S&P 500 ETF made up 10.91% of O'Connor Financial Group's portfolio in Q2 2026, its #1 holding.
O'Connor Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.