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Opal Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Opal Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
3,574
+128
+4% +$45.8K 0.29% 41
2026
Q1 		$1.11M Sell
3,446
-872
-20% -$293K 0.25% 36
2025
Q4 		$1.45M Buy
4,318
+38
+0.9% +$12.6K 0.38% 32
2025
Q3 		$1.4M Buy
4,280
+1
+0% +$316 0.39% 31
2025
Q2 		$1.3M Hold
4,279
– – 0.36% 33
2025
Q1 		$1.18M Hold
4,279
– – 0.36% 31
2024
Q4 		$1.24M Hold
4,279
– – 0.37% 38
2024
Q3 		$1.21M Sell
4,279
-35
-0.8% -$9.55K 0.38% 38
2024
Q2 		$1.15M Buy
4,314
+35
+0.8% +$9.06K 0.37% 37
2024
Q1 		$1.11M Buy
4,279
+15
+0.4% +$3.71K 0.38% 37
2023
Q4 		$1.01M Hold
4,264
– – 0.4% 39
2023
Q3 		$906K Sell
4,264
-6
-0.1% -$1.33K 0.53% 30
2023
Q2 		$941K Hold
4,270
– – 0.47% 25
2023
Q1 		$872K Hold
4,270
– – 0.51% 23
2022
Q4 		$816K Hold
4,270
– – 0.45% 33
2022
Q3 		$766K Hold
4,270
– – 0.56% 26
2022
Q2 		$805K Hold
4,270
– – 0.53% 27
2022
Q1 		$972K Sell
4,270
-1,058
-20% -$238K 0.85% 19
2021
Q4 		$1.29M Buy
5,328
+575
+12% +$136K 0.81% 27
2021
Q3 		$1.05M Sell
4,753
-63
-1% -$14.4K 1.01% 17
2021
Q2 		$1.07M Buy
4,816
+63
+1% +$13.7K 1% 14
2021
Q1 		$982K Buy
4,753
+248
+6% +$50.2K 1.07% 11
2020
Q4 		$877K Buy
+4,505
New +$823K 1.1% 12

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Opal Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, buying an estimated $45.8K and bringing the position to 3,574 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #41.

Opal Wealth Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Opal Wealth Advisors held 3,574 shares of Vanguard Morningstar Total Stock Market ETF worth $1.32M as of Q2 2026.
  • Opal Wealth Advisors bought 128 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $45.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Opal Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.45M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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