Opus Capital Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$973K	Hold	2,764	–	–	0.1%	59
2026 Q2	$951K	Hold	2,764	–	–	0.09%	59
2026 Q1	$826K	Sell	2,764 -98	-3%	-$30.7K	0.09%	62
2025 Q4	$901K	Sell	2,862 -4	-0.1%	-$1.25K	0.1%	59
2025 Q3	$882K	Buy	2,866 +8	+0.3%	+$2.37K	0.1%	56
2025 Q2	$815K	Hold	2,858	–	–	0.1%	60
2025 Q1	$735K	Buy	+2,858	New	+$774K	0.09%	57

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

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

Opus Capital Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 2,764 shares worth $973K. The position accounts for 0.1% of the portfolio, ranked #59.

Opus Capital Group first reported a position in VV in Q1 2025 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Opus Capital Group held 2,764 shares of Vanguard Morningstar Large-Cap ETF worth $973K as of Q3 2026.
Opus Capital Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Opus Capital Group's portfolio in Q3 2026, its #59 holding.
Opus Capital Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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