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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Opal Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q2 2026, buying an estimated $46.7K and bringing the position to 892 shares worth $613K. The position accounts for 0.13% of the portfolio, ranked #81.

Opal Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 8 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Opal Wealth Advisors held 892 shares of Vanguard S&P 500 ETF worth $613K as of Q2 2026.
Opal Wealth Advisors bought 70 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $46.7K.
Vanguard S&P 500 ETF made up 0.13% of Opal Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Opal Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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