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Opal Wealth Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Opal Wealth Advisors's VB Position: Q1 2026 in Review

Opal Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 25% in Q1 2026, buying an estimated $84.4K and bringing the position to 1,578 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #115.

Opal Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 13 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Opal Wealth Advisors held 1,578 shares of Vanguard Small-Cap ETF worth $413K as of Q1 2026.
  • Opal Wealth Advisors bought 312 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $84.4K.
  • Vanguard Small-Cap ETF made up 0.09% of Opal Wealth Advisors's portfolio in Q1 2026, its #115 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.