OCG
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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Opus Capital Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $11.4K and leaving 1,566 shares worth $579K. The position accounts for 0.06% of the portfolio, ranked #75.

Opus Capital Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q1 2022. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Opus Capital Group held 1,566 shares of Vanguard Morningstar Total Stock Market ETF worth $579K as of Q2 2026.
  • Opus Capital Group sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Opus Capital Group's portfolio in Q2 2026, its #75 holding.
  • Opus Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Opus Capital Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.98M in Q1 2022.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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