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Opus Capital Group’s Vanguard 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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Opus Capital Group reduced its Vanguard Large-Cap ETF (VV) stake by 3.4% in Q1 2026, selling an estimated $30.7K and leaving 2,764 shares worth $826K. The position accounts for 0.09% of the portfolio, ranked #62.

Opus Capital Group first reported a position in VV in Q1 2025 and has held it in 5 quarters since. The position peaked at $901K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Opus Capital Group held 2,764 shares of Vanguard Large-Cap ETF worth $826K as of Q1 2026.
  • Opus Capital Group sold 98 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $30.7K.
  • Vanguard Large-Cap ETF made up 0.09% of Opus Capital Group's portfolio in Q1 2026, its #62 holding.
  • Opus Capital Group first reported a position in Vanguard Large-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Opus Capital Group's Vanguard Large-Cap ETF position peaked at $901K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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