Omega Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1767982
Santa Barbara, CA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$205,083
+$3,625 QoQ
Shares Held
783
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,083 | 783 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $201,458 | 781 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $299,287 | 1,177 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||