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Omega Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Omega Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-400
Closed -$131K – 119
2025
Q3 		$131K Buy
+400
New +$126K 0.04% 106

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Omega Financial Group's VTI Position: Q4 2025 in Review

Omega Financial Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 330 shares — an estimated $108K sold.

Omega Financial Group first reported a position in VTI in Q3 2025 and held it in 1 quarter. The position peaked at $108K in Q3 2025. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Omega Financial Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Omega Financial Group sold 330 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $108K.
  • Omega Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and held it in 1 quarter.
  • Omega Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $108K in Q3 2025.
  • 3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Omega Financial Group's 13F filing for Q4 2025, filed 28 Jan 2026.