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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Opus Capital Group's VDE Position: Q1 2026 in Review

Opus Capital Group increased its Vanguard Energy ETF (VDE) stake by 0.14% in Q1 2026, buying an estimated $454 and bringing the position to 2,082 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #92.

Opus Capital Group first reported a position in VDE in Q3 2022 and has held it in 15 quarters since. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Opus Capital Group held 2,082 shares of Vanguard Energy ETF worth $360K as of Q1 2026.
Opus Capital Group bought 3 Vanguard Energy ETF shares in Q1 2026, an estimated $454.
Vanguard Energy ETF made up 0.04% of Opus Capital Group's portfolio in Q1 2026, its #92 holding.
Opus Capital Group first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 15 quarters since.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.