O'Connor Financial Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1973783
QUINCY, IL
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,867,489
-$29,217 QoQ
Shares Held
7,130
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,867,489 | 7,130 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,896,706 | 7,353 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,861,329 | 7,320 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,756,969 | 7,414 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $10,583,240 | 47,726 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $11,180,708 | 46,532 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $10,855,678 | 45,764 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,165,747 | 42,037 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,390,934 | 41,082 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $10,424,370 | 48,865 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $9,204,116 | 48,681 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $9,346,835 | 46,995 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,121,461 | 32,293 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||