Vanguard Small-Cap ETF shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 1.2k | 254.36 |
| 2025-06-30 | $297k | 1.3k | 237.05 |
| 2025-03-31 | $271k | 1.2k | 221.81 |
| 2024-12-31 | $331k | 1.4k | 240.33 |
| 2024-09-30 | $306k | 1.3k | 237.25 |
| 2024-06-30 | $275k | 1.3k | 218.07 |
| 2024-03-31 | $308k | 1.3k | 228.62 |
| 2023-12-31 | $245k | 1.1k | 213.36 |
| 2023-09-30 | $213k | 1.1k | 189.09 |
| 2023-06-30 | $204k | 1.0k | 198.91 |
| 2022-12-31 | $243k | 1.3k | 183.54 |