SEC 13F Intelligence

Opus Capital Group, LLC / VGSH

Opus Capital Group, LLC’s Vanguard Scottsdale Fds Position

Does Opus Capital Group, LLC own Vanguard Scottsdale Fds (VGSH)? Yes586.1K shares worth $34,309 (+3.69% of its 13F portfolio) as of Q1 2026, up from 577.4K shares the prior filed quarter.

Position Value
$34,309
Q1 2026
Shares
586.1K
% of Portfolio
+3.69%
Quarters Held
21
currently held

Position History VGSH

Reported value by quarter
Q2 ’20: $345,000Q2 ’20Q3 ’20: $344,000Q4 ’20: $298,000Q1 ’21: $248,000Q1 ’21Q2 ’21: $218,000Q3 ’21: $217,000Q4 ’21: $205,000Q4 ’21Q4 ’22: $20,719Q1 ’23: $24,270Q2 ’23: $29,351Q2 ’23Q3 ’23: $30,009Q4 ’23: $30,542Q1 ’24: $31,065Q1 ’24Q2 ’24: $31,870Q3 ’24: $33,474Q4 ’24: $33,877Q4 ’24Q1 ’25: $33,115Q2 ’25: $30,559Q3 ’25: $32,164Q3 ’25Q4 ’25: $33,909Q1 ’26: $34,309filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026586.1K$34,309+3.69%
Q4 2025577.4K$33,909+3.67%
Q3 2025546.5K$32,164+3.61%
Q2 2025519.9K$30,559+3.66%
Q1 2025564.2K$33,115+4.26%
Q4 2024582.3K$33,877+4.30%
Q3 2024567.2K$33,474+4.18%
Q2 2024549.6K$31,870+4.54%
Q1 2024535.0K$31,065+4.54%
Q4 2023523.6K$30,542+4.96%
Q3 2023521.0K$30,009+5.32%
Q2 2023508.4K$29,351+5.08%
Q1 2023414.6K$24,270+4.45%
Q4 2022358.3K$20,719+4.02%
Q4 20213.4K$205,000+0.04%
Q3 20213.5K$217,000+0.05%
Q2 20213.5K$218,000+0.05%
Q1 20214.0K$248,000+0.06%
Q4 20204.8K$298,000+0.08%
Q3 20205.5K$344,000+0.10%
Q2 20205.5K$345,000+0.11%

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 VGSH.