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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Opal Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 43% in Q1 2026, buying an estimated $154K and bringing the position to 822 shares worth $491K. The position accounts for 0.11% of the portfolio, ranked #97.

Opal Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 7 quarters since. The position peaked at $512K in Q1 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Opal Wealth Advisors held 822 shares of Vanguard S&P 500 ETF worth $491K as of Q1 2026.
Opal Wealth Advisors bought 246 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $154K.
Vanguard S&P 500 ETF made up 0.11% of Opal Wealth Advisors's portfolio in Q1 2026, its #97 holding.
Opal Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
Opal Wealth Advisors's Vanguard S&P 500 ETF position peaked at $512K in Q1 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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