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 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 $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Opal Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 42% in Q2 2026, buying an estimated $79.1K and bringing the position to 1,375 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #174.

Opal Wealth Advisors first reported a position in VOE in Q1 2024 and has held it in 6 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Opal Wealth Advisors held 1,375 shares of Vanguard Morningstar Mid-Cap Value ETF worth $272K as of Q2 2026.
Opal Wealth Advisors bought 409 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $79.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Opal Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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