Opal Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Opal Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$117K	Buy	+386	New	+$121K	0.03%	262
2025 Q3	–	Sell	-396	Closed	-$110K	–	526
2025 Q2	$110K	Sell	396 -93	-19%	-$23.9K	0.03%	262
2025 Q1	$123K	Buy	+489	New	+$136K	0.04%	243
2024 Q3	–	Sell	-367	Closed	-$91.8K	–	1120
2024 Q2	$91.8K	Buy	367 +144	+65%	+$35.9K	0.03%	287
2024 Q1	$58.1K	Buy	+223	New	+$54.8K	0.02%	203

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Opal Wealth Advisors opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q1 2026: 386 shares worth $117K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in VBK as recently as Q2 2025.

Opal Wealth Advisors first reported a position in VBK in Q1 2024 and has held it in 5 quarters since. The position peaked at $123K in Q1 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Opal Wealth Advisors held 386 shares of Vanguard Small-Cap Growth ETF worth $117K as of Q1 2026.
Vanguard Small-Cap Growth ETF was a new Opal Wealth Advisors position in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #262 holding.
Opal Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
Opal Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $123K in Q1 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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