Opal Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$911K	Buy	1,300 +408	+46%	+$285K	0.19%	60
2026 Q2	$613K	Buy	892 +70	+9%	+$46.7K	0.13%	81
2026 Q1	$491K	Buy	822 +246	+43%	+$154K	0.11%	97
2025 Q4	$361K	Buy	576 +40	+7%	+$24.9K	0.09%	133
2025 Q3	$328K	Buy	536 +50	+10%	+$29.5K	0.09%	137
2025 Q2	$276K	Sell	486 -29	-6%	-$15.2K	0.08%	151
2025 Q1	$265K	Buy	+515	New	+$278K	0.08%	137
2024 Q3	–	Sell	-68	Closed	-$34K	–	1145
2024 Q2	$34K	Sell	68 -998	-94%	-$480K	0.01%	406
2024 Q1	$512K	Buy	+1,066	New	+$488K	0.17%	78

Other funds holding VOO

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

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

Opal Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 46% in Q3 2026, buying an estimated $285K and bringing the position to 1,300 shares worth $911K. The position accounts for 0.19% of the portfolio, ranked #60.

Opal Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 1,971 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Opal Wealth Advisors held 1,300 shares of Vanguard S&P 500 ETF worth $911K as of Q3 2026.
Opal Wealth Advisors bought 408 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $285K.
Vanguard S&P 500 ETF made up 0.19% of Opal Wealth Advisors's portfolio in Q3 2026, its #60 holding.
Opal Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
1,971 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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