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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

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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. 1,525 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.
  • 1,525 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.