JMG Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $455M | Buy |
5,646,613
+60,145
| +1% | +$4.66M | 10.99% | 2 |
|
|
2026
Q1 | $401M | Buy |
5,586,468
+183,328
| +3% | +$13.6M | 11.04% | 3 |
|
|
2025
Q4 | $392M | Buy |
5,403,140
+86,960
| +2% | +$6.33M | 11.02% | 2 |
|
|
2025
Q3 | $390M | Buy |
5,316,180
+13,120
| +0.2% | +$942K | 11.12% | 2 |
|
|
2025
Q2 | $371M | Sell |
5,303,060
-77,884
| -1% | -$5.11M | 11.25% | 2 |
|
|
2025
Q1 | $348M | Buy |
5,380,944
+166,872
| +3% | +$11.2M | 11.73% | 2 |
|
|
2024
Q4 | $344M | Buy |
5,214,072
+92,288
| +2% | +$6.27M | 11.74% | 2 |
|
|
2024
Q3 | $338M | Buy |
5,121,784
+155,216
| +3% | +$9.75M | 11.54% | 2 |
|
|
2024
Q2 | $301M | Buy |
4,966,568
+105,196
| +2% | +$6.39M | 11.22% | 2 |
|
|
2024
Q1 | $304M | Buy |
4,861,372
+107,992
| +2% | +$6.38M | 11.58% | 2 |
|
|
2023
Q4 | $276M | Buy |
4,753,380
+18,504
| +0.4% | +$989K | 11.59% | 2 |
|
|
2023
Q3 | $246M | Sell |
4,734,876
-18,332
| -0.4% | -$1.01M | 11.89% | 2 |
|
|
2023
Q2 | $262M | Buy |
4,753,208
+186,320
| +4% | +$9.77M | 12.26% | 2 |
|
|
2023
Q1 | $241M | Buy |
4,566,888
+49,804
| +1% | +$2.65M | 12.22% | 2 |
|
|
2022
Q4 | $230M | Sell |
4,517,084
-32,732
| -0.7% | -$1.67M | 12.63% | 2 |
|
|
2022
Q3 | $214M | Sell |
4,549,816
-136,972
| -3% | -$7.16M | 13.89% | 2 |
|
|
2022
Q2 | $231M | Sell |
4,686,788
-1,195,756
| -20% | -$64.6M | 14.31% | 2 |
|
|
2022
Q1 | $350M | Buy |
5,882,544
+221,828
| +4% | +$13M | 17.56% | 2 |
|
|
2021
Q4 | $361M | Buy |
5,660,716
+202,320
| +4% | +$12.7M | 18.45% | 2 |
|
|
2021
Q3 | $323M | Buy |
5,458,396
+173,496
| +3% | +$10.5M | 18.03% | 2 |
|
|
2021
Q2 | $314M | Buy |
5,284,900
+166,208
| +3% | +$9.63M | 17.65% | 2 |
|
|
2021
Q1 | $283M | Buy |
5,118,692
+178,340
| +4% | +$9.68M | 17.51% | 2 |
|
|
2020
Q4 | $255M | Sell |
4,940,352
-91,108
| -2% | -$4.41M | 17.56% | 2 |
|
|
2020
Q3 | $222M | Buy |
5,031,460
+125,912
| +3% | +$5.49M | 17.97% | 2 |
|
|
2020
Q2 | $201M | Sell |
4,905,548
-68,164
| -1% | -$2.61M | 17.64% | 2 |
|
|
2020
Q1 | $164M | Buy |
4,973,712
+993,952
| +25% | +$41.2M | 17.46% | 2 |
|
|
2019
Q4 | $177M | Buy |
3,979,760
+235,744
| +6% | +$10.1M | 17.25% | 2 |
|
|
2019
Q3 | $157M | Buy |
3,744,016
+127,464
| +4% | +$5.33M | 16.42% | 2 |
|
|
2019
Q2 | $151M | Buy |
3,616,552
+283,404
| +9% | +$11.6M | 16.2% | 2 |
|
|
2019
Q1 | $134M | Sell |
3,333,148
-487,856
| -13% | -$18.8M | 15.6% | 2 |
|
|
2018
Q4 | $132M | Sell |
3,821,004
-86,328
| -2% | -$3.24M | 15.16% | 2 |
|
|
2018
Q3 | $160M | Buy |
3,907,332
+441,764
| +13% | +$18M | 16.8% | 2 |
|
|
2018
Q2 | $137M | Buy |
3,465,568
+398,012
| +13% | +$15.6M | 15.03% | 2 |
|
|
2018
Q1 | $118M | Buy |
3,067,556
+78,460
| +3% | +$3.09M | 13.93% | 2 |
|
|
2017
Q4 | $116M | Buy |
2,989,096
+40,104
| +1% | +$1.51M | 13.74% | 2 |
|
|
2017
Q3 | $108M | Sell |
2,948,992
-141,060
| -5% | -$5.09M | 13.92% | 2 |
|
|
2017
Q2 | $110M | Buy |
3,090,052
+122,544
| +4% | +$4.33M | 13.71% | 2 |
|
|
2017
Q1 | $103M | Buy |
2,967,508
+468,276
| +19% | +$16.1M | 13.64% | 2 |
|
|
2016
Q4 | $82.2M | Buy |
2,499,232
+79,264
| +3% | +$2.57M | 12.56% | 2 |
|
|
2016
Q3 | $78.3M | Buy |
2,419,968
+146,344
| +6% | +$4.7M | 12.78% | 2 |
|
|
2016
Q2 | $70.3M | Buy |
2,273,624
+572,608
| +34% | +$17.5M | 12.14% | 2 |
|
|
2016
Q1 | $51.6M | Buy |
1,701,016
+965,828
| +131% | +$27.3M | 9.67% | 3 |
|
|
2015
Q4 | $22.1M | Buy |
735,188
+118,080
| +19% | +$3.6M | 4.66% | 7 |
|
|
2015
Q3 | $18M | Buy |
617,108
+59,768
| +11% | +$1.86M | 4.42% | 7 |
|
|
2015
Q2 | $17.8M | Buy |
557,340
+32,724
| +6% | +$1.06M | 4.1% | 7 |
|
|
2015
Q1 | $17.4M | Buy |
524,616
+29,588
| +6% | +$930K | 4.06% | 7 |
|
|
2014
Q4 | $15.3M | Buy |
495,028
+16,564
| +3% | +$499K | 3.99% | 7 |
|
|
2014
Q3 | $14M | Buy |
478,464
+4,084
| +0.9% | +$121K | 3.9% | 7 |
|
|
2014
Q2 | $14.1M | Buy |
474,380
+33,052
| +7% | +$944K | 3.97% | 7 |
|
|
2014
Q1 | $12.5M | Sell |
441,328
-14,892
| -3% | -$413K | 3.82% | 8 |
|
|
2013
Q4 | $12.5M | Buy |
456,220
+5,620
| +1% | +$150K | 3.72% | 7 |
|
|
2013
Q3 | $11.5M | Buy |
450,600
+3,060
| +0.7% | +$76.8K | 3.75% | 7 |
|
|
2013
Q2 | $10.6M | Buy |
+447,540
| New | +$10.6M | 3.6% | 8 |
|
Other funds holding VO
JMG Financial Group's VO Position: Q2 2026 in Review
JMG Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $4.66M and bringing the position to 5,646,613 shares worth $455M. The position accounts for 10.99% of the portfolio, ranked #2.
JMG Financial Group first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- JMG Financial Group held 5,646,613 shares of Vanguard Morningstar Mid-Cap ETF worth $455M as of Q2 2026.
- JMG Financial Group bought 60,145 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.66M.
- Vanguard Morningstar Mid-Cap ETF made up 10.99% of JMG Financial Group's portfolio in Q2 2026, its #2 holding.
- JMG Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.