Opus Capital Group’s Vanguard Energy ETF VDE Stock Holding History

Opus Capital Group’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$360K	Buy	2,090 +4	+0.2%	+$683	0.04%	97
2026 Q2	$313K	Buy	2,086 +4	+0.2%	+$648	0.03%	104
2026 Q1	$360K	Buy	2,082 +3	+0.1%	+$454	0.04%	92
2025 Q4	$262K	Buy	2,079 +5	+0.2%	+$628	0.03%	108
2025 Q3	$261K	Buy	2,074 +4	+0.2%	+$492	0.03%	113
2025 Q2	$247K	Buy	2,070 +4	+0.2%	+$466	0.03%	110
2025 Q1	$268K	Buy	2,066 +4	+0.2%	+$505	0.03%	103
2024 Q4	$250K	Buy	2,062 +10	+0.5%	+$1.27K	0.03%	100
2024 Q3	$251K	Buy	2,052 +4	+0.2%	+$500	0.03%	106
2024 Q2	$261K	Hold	2,048	–	–	0.04%	103
2024 Q1	$270K	Buy	2,048 +4	+0.2%	+$480	0.04%	106
2023 Q4	$240K	Buy	2,044 +8	+0.4%	+$959	0.04%	108
2023 Q3	$258K	Buy	2,036 +5	+0.2%	+$612	0.05%	100
2023 Q2	$229K	Hold	2,031	–	–	0.04%	109
2023 Q1	$232K	Buy	2,031 +4	+0.2%	+$474	0.04%	108
2022 Q4	$246K	Buy	2,027 +12	+0.6%	+$1.46K	0.05%	102
2022 Q3	$205K	Buy	+2,015	New	+$214K	0.04%	100

Other funds holding VDE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allen Wealth Management Boone, North Carolina $205M AUM 25.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Opus Capital Group's VDE Position: Q3 2026 in Review

Opus Capital Group increased its Vanguard Energy ETF (VDE) stake by 0.19% in Q3 2026, buying an estimated $683 and bringing the position to 2,090 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #97.

Opus Capital Group first reported a position in VDE in Q3 2022 and has held it in 17 quarters since. 453 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Opus Capital Group held 2,090 shares of Vanguard Energy ETF worth $360K as of Q3 2026.
Opus Capital Group bought 4 Vanguard Energy ETF shares in Q3 2026, an estimated $683.
Vanguard Energy ETF made up 0.04% of Opus Capital Group's portfolio in Q3 2026, its #97 holding.
Opus Capital Group first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 17 quarters since.
453 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.