Omega Financial Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1767982
Santa Barbara, CA
Position in VIG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$290,115
-$11,203 QoQ
Shares Held
1,349
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,115 | 1,349 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $301,318 | 1,371 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $452,295 | 2,096 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $307,209 | 1,501 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $291,178 | 1,501 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $293,940 | 1,501 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $297,090 | 1,500 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $273,825 | 1,500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $273,915 | 1,500 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $261,564 | 1,535 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $238,508 | 1,535 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $249,330 | 1,535 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $236,405 | 1,535 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||