Opal Wealth Advisors’s Vanguard 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 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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Opal Wealth Advisors opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 1,716 shares worth $125K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in VUG as recently as Q2 2025.

Opal Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 6 quarters since. The position peaked at $234K in Q4 2022. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Opal Wealth Advisors held 1,716 shares of Vanguard Growth ETF worth $125K as of Q1 2026.
Vanguard Growth ETF was a new Opal Wealth Advisors position in Q1 2026.
Vanguard Growth ETF made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #252 holding.
Opal Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 6 quarters since.
Opal Wealth Advisors's Vanguard Growth ETF position peaked at $234K in Q4 2022.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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