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Omega Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Omega Financial Group’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Sell
3,389
-500
-13% -$29.4K 0.06% 91
2026
Q1 		$210K Sell
3,889
-28
-0.7% -$1.57K 0.07% 94
2025
Q4 		$211K Sell
3,917
-89
-2% -$4.83K 0.07% 99
2025
Q3 		$217K Sell
4,006
-134
-3% -$6.9K 0.07% 99
2025
Q2 		$205K Buy
+4,140
New +$192K 0.07% 95
2024
Q4 		– Sell
-4,329
Closed -$207K – 83
2024
Q3 		$207K Buy
+4,329
New +$193K 0.08% 80

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Omega Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 13% in Q2 2026, selling an estimated $29.4K and leaving 3,389 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #91.

Omega Financial Group first reported a position in VWO in Q3 2024 and has held it in 6 quarters since. The position peaked at $217K in Q3 2025. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Omega Financial Group held 3,389 shares of Vanguard FTSE Emerging Markets ETF worth $202K as of Q2 2026.
  • Omega Financial Group sold 500 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $29.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.06% of Omega Financial Group's portfolio in Q2 2026, its #91 holding.
  • Omega Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2024 and has held it in 6 quarters since.
  • Omega Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $217K in Q3 2025.
  • 1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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