Opus Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
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
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. 2,601 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.
- 2,601 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.