Opus Capital Group
VTI icon

Opus Capital Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Opus Capital Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$586K Hold
1,566
– – 0.06% 76
2026
Q2 		$579K Sell
1,566
-32
-2% -$11.4K 0.06% 75
2026
Q1 		$513K Buy
1,598
+1
+0.1% +$336 0.06% 72
2025
Q4 		$535K Buy
1,597
+1
+0.1% +$333 0.06% 70
2025
Q3 		$524K Buy
1,596
+1
+0.1% +$316 0.06% 75
2025
Q2 		$485K Buy
1,595
+200
+14% +$56.3K 0.06% 78
2025
Q1 		$384K Hold
1,395
– – 0.05% 84
2024
Q4 		$404K Sell
1,395
-48
-3% -$14K 0.05% 80
2024
Q3 		$409K Hold
1,443
– – 0.05% 84
2024
Q2 		$386K Buy
1,443
+42
+3% +$10.9K 0.06% 88
2024
Q1 		$364K Sell
1,401
-176
-11% -$43.5K 0.05% 92
2023
Q4 		$374K Buy
1,577
+1
+0.1% +$221 0.06% 90
2023
Q3 		$335K Buy
1,576
+1
+0.1% +$221 0.06% 89
2023
Q2 		$347K Buy
1,575
+26
+2% +$5.42K 0.06% 89
2023
Q1 		$316K Buy
1,549
+21
+1% +$4.2K 0.06% 94
2022
Q4 		$292K Buy
1,528
+1
+0.1% +$193 0.06% 94
2022
Q3 		$274K Buy
1,527
+1
+0.1% +$199 0.06% 92
2022
Q2 		$288K Sell
1,526
-7,185
-82% -$1.48M 0.06% 89
2022
Q1 		$1.98M Buy
8,711
+7,185
+471% +$1.62M 0.39% 37
2021
Q4 		$368K Buy
+1,526
New +$360K 0.08% 81

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Opus Capital Group's VTI Position: Q3 2026 in Review

Opus Capital Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,566 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #76.

Opus Capital Group first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.98M in Q1 2022. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Opus Capital Group held 1,566 shares of Vanguard Morningstar Total Stock Market ETF worth $586K as of Q3 2026.
  • Opus Capital Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Opus Capital Group's portfolio in Q3 2026, its #76 holding.
  • Opus Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Opus Capital Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.98M in Q1 2022.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.