Omega Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Omega Financial Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Sell	1,060 -289	-21%	-$66.4K	0.08%	82
2026 Q1	$290K	Sell	1,349 -22	-2%	-$4.9K	0.09%	80
2025 Q4	$301K	Sell	1,371 -725	-35%	-$158K	0.1%	83
2025 Q3	$452K	Buy	2,096 +595	+40%	+$125K	0.15%	73
2025 Q2	$307K	Hold	1,501	–	–	0.11%	83
2025 Q1	$291K	Hold	1,501	–	–	0.11%	73
2024 Q4	$294K	Buy	1,501 +1	+0.1%	+$200	0.11%	73
2024 Q3	$297K	Hold	1,500	–	–	0.11%	72
2024 Q2	$274K	Hold	1,500	–	–	0.11%	75
2024 Q1	$274K	Sell	1,500 -35	-2%	-$6.15K	0.11%	74
2023 Q4	$262K	Hold	1,535	–	–	0.11%	74
2023 Q3	$239K	Hold	1,535	–	–	0.12%	75
2023 Q2	$249K	Hold	1,535	–	–	0.11%	78
2023 Q1	$236K	Buy	+1,535	New	+$235K	0.11%	78

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Omega Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 21% in Q2 2026, selling an estimated $66.4K and leaving 1,060 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #82.

Omega Financial Group first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $452K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Omega Financial Group held 1,060 shares of Vanguard Dividend Appreciation ETF worth $251K as of Q2 2026.
Omega Financial Group sold 289 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $66.4K.
Vanguard Dividend Appreciation ETF made up 0.08% of Omega Financial Group's portfolio in Q2 2026, its #82 holding.
Omega Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
Omega Financial Group's Vanguard Dividend Appreciation ETF position peaked at $452K in Q3 2025.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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