Magnolia Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Magnolia Capital Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,800	Closed	-$560K	–	77
2026 Q1	$560K	Hold	7,800	–	–	0.38%	52
2025 Q4	$566K	Hold	7,800	–	–	0.42%	45
2025 Q3	$573K	Hold	7,800	–	–	0.44%	44
2025 Q2	$546K	Hold	7,800	–	–	0.44%	49
2025 Q1	$504K	Hold	7,800	–	–	0.43%	48
2024 Q4	$515K	Hold	7,800	–	–	0.41%	48
2024 Q3	$514K	Hold	7,800	–	–	0.41%	51
2024 Q2	$472K	Hold	7,800	–	–	0.4%	48
2024 Q1	$487K	Hold	7,800	–	–	0.41%	51
2023 Q4	$454K	Hold	7,800	–	–	0.41%	48
2023 Q3	$406K	Hold	7,800	–	–	0.39%	55
2023 Q2	$429K	Hold	7,800	–	–	0.39%	53
2023 Q1	$411K	Hold	7,800	–	–	0.39%	53
2022 Q4	$397K	Hold	7,800	–	–	0.39%	53
2022 Q3	$367K	Hold	7,800	–	–	0.38%	54
2022 Q2	$384K	Hold	7,800	–	–	0.38%	55
2022 Q1	$464K	Hold	7,800	–	–	0.38%	51
2021 Q4	$497K	Hold	7,800	–	–	0.39%	50
2021 Q3	$462K	Hold	7,800	–	–	0.4%	49
2021 Q2	$463K	Hold	7,800	–	–	0.45%	33
2021 Q1	$432K	Hold	7,800	–	–	0.43%	36
2020 Q4	$403K	Hold	7,800	–	–	0.41%	37
2020 Q3	$344K	Hold	7,800	–	–	0.4%	36
2020 Q2	$320K	Hold	7,800	–	–	0.41%	37
2020 Q1	$257K	Hold	7,800	–	–	0.38%	39
2019 Q4	$347K	Buy	+7,800	New	+$335K	0.35%	45

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Magnolia Capital Management's VO Position: Q2 2026 in Review

Magnolia Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2026, closing a stake of 7,800 shares — an estimated $560K sold.

Magnolia Capital Management first reported a position in VO in Q4 2019 and held it in 26 quarters. The position peaked at $573K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Magnolia Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Magnolia Capital Management sold 7,800 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $560K.
Magnolia Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 26 quarters.
Magnolia Capital Management's Vanguard Mid-Cap ETF position peaked at $573K in Q3 2025.
1,199 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Magnolia Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.