SEC 13F Intelligence

Opus Capital Group, LLC / VYM

Opus Capital Group, LLC’s Vanguard Whitehall Fds Position

Does Opus Capital Group, LLC own Vanguard Whitehall Fds (VYM)? Yes212.3K shares worth $31M (+3.38% of its 13F portfolio) as of Q1 2026, up from 211.0K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
212.3K
% of Portfolio
+3.38%
Quarters Held
30
currently held

Position History VYM

Reported value by quarter
Q4 ’18: $57MQ4 ’18Q1 ’19: $29MQ2 ’19: $30MQ3 ’19: $24MQ4 ’19: $25MQ4 ’19Q1 ’20: $18MQ2 ’20: $20MQ3 ’20: $15MQ4 ’20: $16MQ4 ’20Q1 ’21: $18MQ2 ’21: $19MQ3 ’21: $18MQ4 ’21: $20MQ4 ’21Q1 ’22: $27MQ2 ’22: $29MQ3 ’22: $28MQ4 ’22: $32MQ4 ’22Q1 ’23: $32MQ2 ’23: $32MQ3 ’23: $31MQ4 ’23: $33MQ4 ’23Q1 ’24: $34MQ2 ’24: $33MQ3 ’24: $31MQ4 ’24: $31MQ4 ’24Q1 ’25: $28MQ2 ’25: $28MQ3 ’25: $30MQ4 ’25: $30MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026212.3K$31M+3.38%
Q4 2025211.0K$30M+3.28%
Q3 2025210.1K$30M+3.33%
Q2 2025212.0K$28M+3.38%
Q1 2025215.8K$28M+3.58%
Q4 2024240.7K$31M+3.90%
Q3 2024244.3K$31M+3.91%
Q2 2024279.4K$33M+4.72%
Q1 2024279.2K$34M+4.93%
Q4 2023299.0K$33M+5.42%
Q3 2023302.1K$31M+5.54%
Q2 2023302.8K$32M+5.56%
Q1 2023302.5K$32M+5.85%
Q4 2022298.6K$32M+6.26%
Q3 2022291.6K$28M+5.99%
Q2 2022283.0K$29M+5.84%
Q1 2022237.0K$27M+5.19%
Q4 2021181.0K$20M+4.20%
Q3 2021177.6K$18M+4.16%
Q2 2021180.7K$19M+4.30%
Q1 2021179.7K$18M+4.36%
Q4 2020172.7K$16M+4.02%
Q3 2020187.2K$15M+4.43%
Q2 2020249.7K$20M+6.02%
Q1 2020258.4K$18M+6.47%
Q4 2019270.5K$25M+7.46%
Q3 2019269.9K$24M+7.37%
Q2 2019338.7K$30M+8.87%
Q1 2019343.7K$29M+7.85%
Q4 2018730.7K$57M+11.87%

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 VYM.