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Omega Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Omega Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
785
+2
+0.3% +$573 0.07% 84
2026
Q1 		$205K Buy
783
+2
+0.3% +$541 0.07% 95
2025
Q4 		$201K Sell
781
-396
-34% -$101K 0.07% 102
2025
Q3 		$300K Buy
+1,177
New +$292K 0.1% 86

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Omega Financial Group's VB Position: Q2 2026 in Review

Omega Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.26% in Q2 2026, buying an estimated $573 and bringing the position to 785 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #84.

Omega Financial Group first reported a position in VB in Q3 2025 and has held it in 4 quarters since. The position peaked at $300K in Q3 2025. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Omega Financial Group held 785 shares of Vanguard Morningstar Small-Cap ETF worth $238K as of Q2 2026.
  • Omega Financial Group bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Omega Financial Group's portfolio in Q2 2026, its #84 holding.
  • Omega Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Omega Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $300K in Q3 2025.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.