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 Q3	$224K	Buy	787 +2	+0.3%	+$596	0.07%	94
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Omega Financial Group's VB Position: Q3 2026 in Review

Omega Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.25% in Q3 2026, buying an estimated $596 and bringing the position to 787 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #94.

Omega Financial Group first reported a position in VB in Q3 2025 and has held it in 5 quarters since. The position peaked at $300K in Q3 2025. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Omega Financial Group held 787 shares of Vanguard Morningstar Small-Cap ETF worth $224K as of Q3 2026.
Omega Financial Group bought 2 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $596.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Omega Financial Group's portfolio in Q3 2026, its #94 holding.
Omega Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
Omega Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $300K in Q3 2025.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Omega Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.