Magnolia Capital Management’s Vanguard Morningstar 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Magnolia Capital Management sold out of Vanguard Morningstar 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. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Magnolia Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Magnolia Capital Management sold 7,800 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $560K.
Magnolia Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and held it in 26 quarters.
Magnolia Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $573K in Q3 2025.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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