Opulen Financial Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2055099
ARLINGTON, VA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,871,942
+$26,310 QoQ
Shares Held
7,147
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,871,942 | 7,147 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,845,632 | 7,155 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,732,155 | 6,812 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,641,560 | 6,927 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,429,622 | 6,447 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,526,018 | 6,351 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||