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 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

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Opal Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 57% in Q2 2026, buying an estimated $82.7K and bringing the position to 2,699 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #200.

Opal Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 7 quarters since. The position peaked at $234K in Q4 2022. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Opal Wealth Advisors held 2,699 shares of Vanguard Morningstar Growth ETF worth $233K as of Q2 2026.
Opal Wealth Advisors bought 983 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $82.7K.
Vanguard Morningstar Growth ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Opal Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 7 quarters since.
Opal Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $234K in Q4 2022.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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