Opal Wealth Advisors
VONE icon

Opal Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Opal Wealth Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-215
Closed -$63.5K – 574
2026
Q1 		$63.5K Buy
+215
New +$66.3K 0.01% 355
2025
Q3 		– Sell
-215
Closed -$60.4K – 542
2025
Q2 		$60.4K Buy
+215
New +$55.9K 0.02% 347

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

Opal Wealth Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2026, closing a stake of 215 shares — an estimated $63.5K sold.

Opal Wealth Advisors first reported a position in VONE in Q2 2025 and held it in 2 quarters. The position peaked at $63.5K in Q1 2026. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 215 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $63.5K.
  • Opal Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and held it in 2 quarters.
  • Opal Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $63.5K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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