Opulen Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Opulen Financial Group’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.42M	Buy	14,072 +266	+2%	+$61.9K	2.15%	9
2026 Q1	$3M	Buy	13,806 +102	+0.7%	+$22.8K	2.11%	11
2025 Q4	$2.9M	Buy	13,704 +90	+0.7%	+$18.8K	2.11%	10
2025 Q3	$2.84M	Buy	13,614 +254	+2%	+$51.9K	2.15%	9
2025 Q2	$2.61M	Buy	13,360 +187	+1%	+$34.6K	2.14%	9
2025 Q1	$2.45M	Buy	13,173 +301	+2%	+$59.5K	2.23%	8
2024 Q4	$2.55M	Buy	+12,872	New	+$2.64M	2.32%	8

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Opulen Financial Group's VBR Position: Q2 2026 in Review

Opulen Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.9% in Q2 2026, buying an estimated $61.9K and bringing the position to 14,072 shares worth $3.42M. The position accounts for 2.15% of the portfolio, ranked #9.

Opulen Financial Group first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Opulen Financial Group held 14,072 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.42M as of Q2 2026.
Opulen Financial Group bought 266 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $61.9K.
Vanguard Morningstar Small-Cap Value ETF made up 2.15% of Opulen Financial Group's portfolio in Q2 2026, its #9 holding.
Opulen Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.