Opus Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.76M	Sell	11,662 -686	-6%	-$158K	0.27%	43
2026 Q1	$2.66M	Sell	12,348 -470	-4%	-$105K	0.29%	38
2025 Q4	$2.82M	Sell	12,818 -501	-4%	-$109K	0.31%	39
2025 Q3	$2.87M	Sell	13,319 -536	-4%	-$113K	0.32%	38
2025 Q2	$2.84M	Sell	13,855 -99	-0.7%	-$19.2K	0.34%	38
2025 Q1	$2.71M	Hold	13,954	–	–	0.35%	35
2024 Q4	$2.73M	Sell	13,954 -172	-1%	-$34.3K	0.35%	34
2024 Q3	$2.8M	Sell	14,126 -150	-1%	-$28.6K	0.35%	35
2024 Q2	$2.61M	Sell	14,276 -135	-0.9%	-$24.3K	0.37%	35
2024 Q1	$2.63M	Sell	14,411 -967	-6%	-$170K	0.38%	35
2023 Q4	$2.62M	Sell	15,378 -78	-0.5%	-$12.6K	0.43%	33
2023 Q3	$2.4M	Sell	15,456 -25	-0.2%	-$4.05K	0.43%	32
2023 Q2	$2.52M	Sell	15,481 -1,075	-6%	-$168K	0.44%	31
2023 Q1	$2.55M	Sell	16,556 -464	-3%	-$71.1K	0.47%	32
2022 Q4	$2.58M	Sell	17,020 -36	-0.2%	-$5.37K	0.5%	30
2022 Q3	$2.31M	Sell	17,056 -127	-0.7%	-$18.9K	0.5%	31
2022 Q2	$2.46M	Sell	17,183 -1	-0%	-$152	0.5%	32
2022 Q1	$2.79M	Sell	17,184 -446	-3%	-$72K	0.54%	29
2021 Q4	$3.03M	Sell	17,630 -291	-2%	-$48K	0.63%	25
2021 Q3	$2.75M	Sell	17,921 -157	-0.9%	-$25K	0.62%	25
2021 Q2	$2.8M	Buy	18,078 +91	+0.5%	+$14K	0.64%	25
2021 Q1	$2.65M	Buy	17,987 +243	+1%	+$34.6K	0.64%	23
2020 Q4	$2.5M	Buy	17,744 +6	+0%	+$813	0.64%	24
2020 Q3	$2.28M	Buy	17,738 +677	+4%	+$85.2K	0.67%	22
2020 Q2	$2M	Buy	17,061 +453	+3%	+$51.6K	0.61%	21
2020 Q1	$1.72M	Buy	+16,608	New	+$1.98M	0.61%	22
2016 Q3	–	Sell	-5,062	Closed	-$421K	–	212
2016 Q2	$421K	Hold	5,062	–	–	0.09%	137
2016 Q1	$411K	Sell	5,062 -740	-13%	-$56.7K	0.09%	143
2015 Q4	$451K	Sell	5,802 -100	-2%	-$7.8K	0.08%	177
2015 Q3	$435K	Sell	5,902 -2,223	-27%	-$172K	0.07%	177
2015 Q2	$638K	Hold	8,125	–	–	0.1%	149
2015 Q1	$654K	Buy	8,125 +1,510	+23%	+$122K	0.1%	148
2014 Q4	$537K	Buy	+6,615	New	+$523K	0.08%	151

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Opus Capital Group's VIG Position: Q2 2026 in Review

Opus Capital Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.6% in Q2 2026, selling an estimated $158K and leaving 11,662 shares worth $2.76M. The position accounts for 0.27% of the portfolio, ranked #43.

Opus Capital Group first reported a position in VIG in Q4 2014 and has held it in 33 quarters since. The position peaked at $3.03M in Q4 2021. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Opus Capital Group held 11,662 shares of Vanguard Dividend Appreciation ETF worth $2.76M as of Q2 2026.
Opus Capital Group sold 686 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $158K.
Vanguard Dividend Appreciation ETF made up 0.27% of Opus Capital Group's portfolio in Q2 2026, its #43 holding.
Opus Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 33 quarters since.
Opus Capital Group's Vanguard Dividend Appreciation ETF position peaked at $3.03M in Q4 2021.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.