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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$268K	Sell	1,372 -3	-0.2%	-$614	0.06%	166
2026 Q2	$272K	Buy	1,375 +409	+42%	+$79.1K	0.06%	174
2026 Q1	$178K	Buy	+966	New	+$180K	0.04%	222
2025 Q3	–	Sell	-910	Closed	-$150K	–	541
2025 Q2	$150K	Buy	910 +111	+14%	+$17.6K	0.04%	223
2025 Q1	$128K	Buy	+799	New	+$131K	0.04%	234
2024 Q3	–	Sell	-634	Closed	-$95.4K	–	1144
2024 Q2	$95.4K	Sell	634 -189	-23%	-$28.7K	0.03%	278
2024 Q1	$128K	Buy	+823	New	+$121K	0.04%	184

Other funds holding VOE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Opal Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.22% in Q3 2026, selling an estimated $614 and leaving 1,372 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #166.

Opal Wealth Advisors first reported a position in VOE in Q1 2024 and has held it in 7 quarters since. The position peaked at $272K in Q2 2026. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Opal Wealth Advisors held 1,372 shares of Vanguard Morningstar Mid-Cap Value ETF worth $268K as of Q3 2026.
Opal Wealth Advisors sold 3 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $614.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q3 2026, its #166 holding.
Opal Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
Opal Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $272K in Q2 2026.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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