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Opulen Financial Group’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Opulen Financial Group's VBR Position: Q1 2026 in Review

Opulen Financial Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.74% in Q1 2026, buying an estimated $22.8K and bringing the position to 13,806 shares worth $3M. The position accounts for 2.11% of the portfolio, ranked #11.

Opulen Financial Group first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Opulen Financial Group held 13,806 shares of Vanguard Small-Cap Value ETF worth $3M as of Q1 2026.
  • Opulen Financial Group bought 102 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $22.8K.
  • Vanguard Small-Cap Value ETF made up 2.11% of Opulen Financial Group's portfolio in Q1 2026, its #11 holding.
  • Opulen Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.