Opus Capital Group’s Vanguard Morningstar 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 Q2	$500K	Sell	6,203 -1	-0%	-$78	0.05%	84
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Opus Capital Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, selling an estimated $78 and leaving 6,203 shares worth $500K. 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 9 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Opus Capital Group held 6,203 shares of Vanguard Morningstar Mid-Cap ETF worth $500K as of Q2 2026.
Opus Capital Group sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Opus Capital Group's portfolio in Q2 2026, its #84 holding.
Opus Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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