OFG
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Omega Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Omega Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
16,203
-777
-5% -$60.2K 0.4% 45
2026
Q1 		$1.22M Sell
16,980
-4
-0% -$297 0.4% 46
2025
Q4 		$1.23M Sell
16,984
-68
-0.4% -$4.95K 0.41% 45
2025
Q3 		$1.25M Sell
17,052
-236
-1% -$16.9K 0.41% 45
2025
Q2 		$1.21M Hold
17,288
– – 0.43% 43
2025
Q1 		$1.12M Buy
17,288
+32
+0.2% +$2.15K 0.43% 44
2024
Q4 		$1.14M Buy
17,256
+28
+0.2% +$1.9K 0.43% 43
2024
Q3 		$1.14M Buy
17,228
+48
+0.3% +$3.01K 0.43% 43
2024
Q2 		$1.04M Hold
17,180
– – 0.42% 46
2024
Q1 		$1.07M Sell
17,180
-4,088
-19% -$242K 0.44% 45
2023
Q4 		$1.24M Buy
21,268
+36
+0.2% +$1.92K 0.53% 44
2023
Q3 		$1.11M Hold
21,232
– – 0.54% 44
2023
Q2 		$1.17M Buy
21,232
+424
+2% +$22.2K 0.54% 43
2023
Q1 		$1.1M Buy
20,808
+6,932
+50% +$369K 0.51% 45
2022
Q4 		$707K Buy
13,876
+4,532
+49% +$231K 0.36% 57
2022
Q3 		$439K Buy
9,344
+28
+0.3% +$1.46K 0.23% 61
2022
Q2 		$459K Buy
9,316
+20
+0.2% +$1.08K 0.22% 62
2022
Q1 		$553K Buy
9,296
+20
+0.2% +$1.17K 0.24% 52
2021
Q4 		$591K Buy
9,276
+24
+0.3% +$1.5K 0.26% 46
2021
Q3 		$548K Buy
9,252
+16
+0.2% +$967 0.26% 45
2021
Q2 		$548K Buy
9,236
+20
+0.2% +$1.16K 0.26% 45
2021
Q1 		$510K Sell
9,216
-12
-0.1% -$651 0.26% 47
2020
Q4 		$477K Buy
9,228
+52
+0.6% +$2.52K 0.26% 47
2020
Q3 		$404K Buy
9,176
+28
+0.3% +$1.22K 0.25% 47
2020
Q2 		$375K Hold
9,148
– – 0.24% 48
2020
Q1 		$301K Buy
9,148
+52
+0.6% +$2.15K 0.23% 46
2019
Q4 		$405K Buy
9,096
+48
+0.5% +$2.06K 0.27% 52
2019
Q3 		$379K Buy
9,048
+44
+0.5% +$1.84K 0.27% 52
2019
Q2 		$376K Buy
9,004
+20
+0.2% +$818 0.28% 52
2019
Q1 		$361K Hold
8,984
– – 0.27% 54
2018
Q4 		$310K Buy
+8,984
New +$337K 0.27% 52

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Omega Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.6% in Q2 2026, selling an estimated $60.2K and leaving 16,203 shares worth $1.31M. The position accounts for 0.4% of the portfolio, ranked #45.

Omega Financial Group first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Omega Financial Group held 16,203 shares of Vanguard Morningstar Mid-Cap ETF worth $1.31M as of Q2 2026.
  • Omega Financial Group sold 777 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $60.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.4% of Omega Financial Group's portfolio in Q2 2026, its #45 holding.
  • Omega Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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