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Omega Financial Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Omega Financial Group’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Sell
2,892
-124
-4% -$10.1K 0.07% 83
2026
Q1 		$226K Buy
3,016
+60
+2% +$4.65K 0.07% 90
2025
Q4 		$217K Buy
2,956
+40
+1% +$2.91K 0.07% 97
2025
Q3 		$208K Buy
+2,916
New +$201K 0.07% 101
2024
Q3 		– Sell
-4,661
Closed -$273K – 86
2024
Q2 		$273K Buy
4,661
+29
+0.6% +$1.7K 0.11% 76
2024
Q1 		$272K Buy
4,632
+14
+0.3% +$791 0.11% 76
2023
Q4 		$259K Sell
4,618
-5
-0.1% -$265 0.11% 75
2023
Q3 		$240K Sell
4,623
-184
-4% -$9.96K 0.12% 73
2023
Q2 		$262K Sell
4,807
-158
-3% -$8.56K 0.12% 77
2023
Q1 		$265K Buy
4,965
+253
+5% +$13.4K 0.12% 75
2022
Q4 		$236K Buy
4,712
+45
+1% +$2.18K 0.12% 78
2022
Q3 		$207K Buy
4,667
+115
+3% +$5.69K 0.11% 77
2022
Q2 		$227K Buy
4,552
+40
+0.9% +$2.14K 0.11% 79
2022
Q1 		$260K Sell
4,512
-93
-2% -$5.47K 0.11% 69
2021
Q4 		$282K Buy
4,605
+48
+1% +$2.97K 0.13% 64
2021
Q3 		$278K Buy
4,557
+20
+0.4% +$1.26K 0.13% 60
2021
Q2 		$288K Buy
4,537
+217
+5% +$13.7K 0.14% 55
2021
Q1 		$262K Buy
4,320
+369
+9% +$22.4K 0.13% 59
2020
Q4 		$231K Buy
+3,951
New +$215K 0.12% 58

Other funds holding VEU

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Omega Financial Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.1% in Q2 2026, selling an estimated $10.1K and leaving 2,892 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #83.

Omega Financial Group first reported a position in VEU in Q4 2020 and has held it in 19 quarters since. The position peaked at $288K in Q2 2021. 802 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Omega Financial Group held 2,892 shares of Vanguard FTSE All-World ex-US ETF worth $242K as of Q2 2026.
  • Omega Financial Group sold 124 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard FTSE All-World ex-US ETF made up 0.07% of Omega Financial Group's portfolio in Q2 2026, its #83 holding.
  • Omega Financial Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and has held it in 19 quarters since.
  • Omega Financial Group's Vanguard FTSE All-World ex-US ETF position peaked at $288K in Q2 2021.
  • 802 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

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