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Opal Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Opal Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Buy
4,193
+449
+12% +$34.8K 0.07% 148
2026
Q1 		$269K Buy
3,744
+724
+24% +$53.8K 0.06% 162
2025
Q4 		$219K Buy
3,020
+280
+10% +$20.4K 0.06% 188
2025
Q3 		$201K Buy
2,740
+36
+1% +$2.58K 0.06% 189
2025
Q2 		$189K Sell
2,704
-1,832
-40% -$120K 0.05% 202
2025
Q1 		$293K Buy
4,536
+844
+23% +$56.6K 0.09% 122
2024
Q4 		$244K Buy
3,692
+436
+13% +$29.6K 0.07% 155
2024
Q3 		$215K Sell
3,256
-8
-0.2% -$502 0.07% 173
2024
Q2 		$198K Sell
3,264
-172
-5% -$10.5K 0.06% 183
2024
Q1 		$215K Buy
+3,436
New +$203K 0.07% 165

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Opal Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $34.8K and bringing the position to 4,193 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #148.

Opal Wealth Advisors first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Opal Wealth Advisors held 4,193 shares of Vanguard Morningstar Mid-Cap ETF worth $338K as of Q2 2026.
  • Opal Wealth Advisors bought 449 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $34.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Opal Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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