MFG
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Magnus Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Magnus Financial Group’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 		$3.6M Sell
44,728
-120
-0.3% -$9.3K 0.25% 74
2026
Q1 		$3.22M Sell
44,848
-848
-2% -$63K 0.26% 73
2025
Q4 		$3.32M Buy
45,696
+200
+0.4% +$14.5K 0.25% 80
2025
Q3 		$3.34M Sell
45,496
-2,344
-5% -$168K 0.26% 76
2025
Q2 		$3.35M Buy
47,840
+2,056
+4% +$135K 0.29% 72
2025
Q1 		$2.96M Sell
45,784
-740
-2% -$49.7K 0.29% 71
2024
Q4 		$3.07M Sell
46,524
-36
-0.1% -$2.44K 0.3% 69
2024
Q3 		$3.07M Buy
46,560
+116
+0.2% +$7.28K 0.31% 63
2024
Q2 		$2.81M Sell
46,444
-188
-0.4% -$11.4K 0.32% 65
2024
Q1 		$2.91M Sell
46,632
-52
-0.1% -$3.07K 0.35% 57
2023
Q4 		$2.72M Buy
46,684
+1,512
+3% +$80.8K 0.36% 53
2023
Q3 		$2.35M Buy
45,172
+404
+0.9% +$22.2K 0.34% 51
2023
Q2 		$2.46M Sell
44,768
-140
-0.3% -$7.34K 0.35% 49
2023
Q1 		$2.37M Sell
44,908
-148
-0.3% -$7.87K 0.36% 49
2022
Q4 		$2.3M Buy
45,056
+17,192
+62% +$876K 0.37% 54
2022
Q3 		$1.31M Sell
27,864
-4,164
-13% -$218K 0.25% 76
2022
Q2 		$1.58M Buy
32,028
+1,784
+6% +$96.4K 0.29% 67
2022
Q1 		$1.8M Buy
30,244
+9,756
+48% +$572K 0.3% 63
2021
Q4 		$1.3M Buy
20,488
+16,932
+476% +$1.06M 0.25% 72
2021
Q3 		$210K Buy
3,556
+12
+0.3% +$725 0.04% 227
2021
Q2 		$210K Buy
+3,544
New +$205K 0.05% 225
2019
Q2 		– Sell
-5,920
Closed -$238K – 578
2019
Q1 		$238K Sell
5,920
-776
-12% -$29.8K 0.05% 352
2018
Q4 		$231K Buy
+6,696
New +$251K 0.06% 295

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Magnus Financial Group's VO Position: Q2 2026 in Review

Magnus Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.27% in Q2 2026, selling an estimated $9.3K and leaving 44,728 shares worth $3.6M. The position accounts for 0.25% of the portfolio, ranked #74.

Magnus Financial Group first reported a position in VO in Q4 2018 and has held it in 23 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Magnus Financial Group held 44,728 shares of Vanguard Morningstar Mid-Cap ETF worth $3.6M as of Q2 2026.
  • Magnus Financial Group sold 120 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.25% of Magnus Financial Group's portfolio in Q2 2026, its #74 holding.
  • Magnus Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 23 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.