Opus Capital Group’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$445K	Hold	6,204	–	–	0.05%	84
2025 Q4	$450K	Sell	6,204 -288	-4%	-$20.9K	0.05%	80
2025 Q3	$477K	Buy	6,492 +80	+1%	+$5.75K	0.05%	77
2025 Q2	$449K	Buy	6,412 +680	+12%	+$44.6K	0.05%	81
2025 Q1	$371K	Buy	+5,732	New	+$385K	0.05%	86
2022 Q3	–	Sell	-4,908	Closed	-$242K	–	113
2022 Q2	$242K	Hold	4,908	–	–	0.05%	97
2022 Q1	$292K	Buy	4,908 +840	+21%	+$49.3K	0.06%	96
2021 Q4	$259K	Buy	+4,068	New	+$255K	0.05%	92

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Opus Capital Group held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 6,204 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #84.

Opus Capital Group first reported a position in VO in Q4 2021 and has held it in 8 quarters since. The position peaked at $477K in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Opus Capital Group held 6,204 shares of Vanguard Mid-Cap ETF worth $445K as of Q1 2026.
Opus Capital Group left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.05% of Opus Capital Group's portfolio in Q1 2026, its #84 holding.
Opus Capital Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Opus Capital Group's Vanguard Mid-Cap ETF position peaked at $477K in Q3 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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