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Omega Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Omega Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Buy
+2,482
New +$209K 0.07% 88
2026
Q1 		– Sell
-2,478
Closed -$202K – 117
2025
Q4 		$202K Sell
2,478
-612
-20% -$49.7K 0.07% 101
2025
Q3 		$247K Buy
+3,090
New +$236K 0.08% 92

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Omega Financial Group opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,482 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: Omega Financial Group previously reported a position in VUG as recently as Q4 2025.

Omega Financial Group first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $247K in Q3 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Omega Financial Group held 2,482 shares of Vanguard Morningstar Growth ETF worth $214K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Omega Financial Group position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.07% of Omega Financial Group's portfolio in Q2 2026, its #88 holding.
  • Omega Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Omega Financial Group's Vanguard Morningstar Growth ETF position peaked at $247K in Q3 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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