Opal Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844201
JERICHO, NY
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$413,309
+$86,745 QoQ
Shares Held
1,578
+24.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,309 | 1,578 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $326,564 | 1,266 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $311,493 | 1,225 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $297,172 | 1,254 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $271,200 | 1,223 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $330,865 | 1,377 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $306,238 | 1,291 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $275,166 | 1,262 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $307,453 | 1,345 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $245,116 | 1,149 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $213,081 | 1,127 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $203,862 | 1,025 | Shares | Sole | 2023-07-27 | |
| 2022-12-31 | $242,639 | 1,322 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||