Opus Capital Group, LLC / VFMF
Opus Capital Group, LLC’s Vanguard Wellington Fd Position
Does Opus Capital Group, LLC own Vanguard Wellington Fd (VFMF)? Yes — 106.0K shares worth $16M (+1.77% of its 13F portfolio) as of Q1 2026, up from 105.4K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
106.0K
% of Portfolio
+1.77%
Quarters Held
22
currently held
Position History VFMF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 106.0K | $16M | +1.77% |
| Q4 2025 | 105.4K | $16M | +1.72% |
| Q3 2025 | 104.5K | $15M | +1.69% |
| Q2 2025 | 105.3K | $14M | +1.70% |
| Q1 2025 | 105.2K | $13M | +1.71% |
| Q4 2024 | 105.9K | $14M | +1.76% |
| Q3 2024 | 106.6K | $14M | +1.74% |
| Q2 2024 | 98.0K | $12M | +1.71% |
| Q1 2024 | 96.8K | $12M | +1.79% |
| Q4 2023 | 102.8K | $12M | +1.92% |
| Q3 2023 | 103.8K | $11M | +1.90% |
| Q2 2023 | 103.5K | $11M | +1.86% |
| Q1 2023 | 90.9K | $9M | +1.65% |
| Q4 2022 | 85.9K | $8M | +1.65% |
| Q3 2022 | 77.6K | $7M | +1.48% |
| Q2 2022 | 84.6K | $8M | +1.54% |
| Q1 2022 | 79.1K | $8M | +1.60% |
| Q4 2021 | 68.6K | $7M | +1.52% |
| Q3 2021 | 64.7K | $6M | +1.46% |
| Q2 2021 | 62.8K | $6M | +1.44% |
| Q1 2021 | 62.4K | $6M | +1.45% |
| Q4 2020 | 27.4K | $2M | +0.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Opus Capital Group, LLC’s full portfolio or all institutional holders of VFMF.