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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
Q3 		$414K Sell
1,454
-54
-4% -$16.1K 0.09% 124
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Opal Wealth Advisors's VB Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q3 2026, selling an estimated $16.1K and leaving 1,454 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #124.

Opal Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $457K in Q2 2026. 564 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Opal Wealth Advisors held 1,454 shares of Vanguard Morningstar Small-Cap ETF worth $414K as of Q3 2026.
  • Opal Wealth Advisors sold 54 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $16.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Opal Wealth Advisors's portfolio in Q3 2026, its #124 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Opal Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $457K in Q2 2026.
  • 564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.