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Opal Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Opal Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Sell
1,508
-70
-4% -$20.1K 0.1% 115
2026
Q1 		$413K Buy
1,578
+312
+25% +$84.4K 0.09% 115
2025
Q4 		$327K Buy
1,266
+41
+3% +$10.5K 0.09% 149
2025
Q3 		$312K Sell
1,225
-29
-2% -$7.19K 0.09% 140
2025
Q2 		$297K Buy
1,254
+31
+3% +$6.92K 0.08% 139
2025
Q1 		$271K Sell
1,223
-154
-11% -$36.8K 0.08% 135
2024
Q4 		$331K Buy
1,377
+86
+7% +$21.2K 0.1% 119
2024
Q3 		$306K Buy
1,291
+29
+2% +$6.59K 0.1% 121
2024
Q2 		$275K Sell
1,262
-83
-6% -$18.2K 0.09% 129
2024
Q1 		$308K Buy
1,345
+196
+17% +$42.2K 0.1% 124
2023
Q4 		$245K Buy
1,149
+22
+2% +$4.24K 0.1% 146
2023
Q3 		$213K Buy
1,127
+102
+10% +$20.3K 0.12% 134
2023
Q2 		$204K Buy
+1,025
New +$194K 0.1% 141
2023
Q1 		– Sell
-1,322
Closed -$243K – 138
2022
Q4 		$243K Buy
+1,322
New +$245K 0.13% 99

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Opal Wealth Advisors's VB Position: Q2 2026 in Review

Opal Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q2 2026, selling an estimated $20.1K and leaving 1,508 shares worth $457K. The position accounts for 0.1% of the portfolio, ranked #115.

Opal Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Opal Wealth Advisors held 1,508 shares of Vanguard Morningstar Small-Cap ETF worth $457K as of Q2 2026.
  • Opal Wealth Advisors sold 70 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Opal Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.