Opal Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37M	Buy	411,102 +408,403	+15,132%	+$35.7M	7.73%	4
2026 Q2	$233K	Buy	2,699 +983	+57%	+$82.7K	0.05%	200
2026 Q1	$125K	Buy	+1,716	New	+$133K	0.03%	252
2025 Q3	–	Sell	-1,536	Closed	-$112K	–	546
2025 Q2	$112K	Sell	1,536 -870	-36%	-$57.3K	0.03%	259
2025 Q1	$149K	Buy	+2,406	New	+$162K	0.05%	218
2024 Q3	–	Sell	-1,758	Closed	-$110K	–	1155
2024 Q2	$110K	Buy	1,758 +612	+53%	+$35.7K	0.04%	253
2024 Q1	$65.7K	Buy	+1,146	New	+$63K	0.02%	202
2023 Q1	–	Sell	-6,588	Closed	-$234K	–	141
2022 Q4	$234K	Buy	+6,588	New	+$242K	0.13%	103

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

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

Opal Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 15,132% in Q3 2026, buying an estimated $35.7M and bringing the position to 411,102 shares worth $37M. The position accounts for 7.73% of the portfolio, ranked #4.

Opal Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 8 quarters since. 870 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Opal Wealth Advisors held 411,102 shares of Vanguard Morningstar Growth ETF worth $37M as of Q3 2026.
Opal Wealth Advisors bought 408,403 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $35.7M.
Vanguard Morningstar Growth ETF made up 7.73% of Opal Wealth Advisors's portfolio in Q3 2026, its #4 holding.
Opal Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 8 quarters since.
870 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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