Opal Wealth Advisors’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

Opal Wealth Advisors opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 966 shares worth $178K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in VOE as recently as Q2 2025.

Opal Wealth Advisors first reported a position in VOE in Q1 2024 and has held it in 5 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Opal Wealth Advisors held 966 shares of Vanguard Mid-Cap Value ETF worth $178K as of Q1 2026.
Vanguard Mid-Cap Value ETF was a new Opal Wealth Advisors position in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #222 holding.
Opal Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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