MFG
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Magnus Financial Group’s Vanguard 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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Magnus Financial Group reduced its Vanguard 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. 868 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Magnus Financial Group held 44,728 shares of Vanguard Mid-Cap ETF worth $3.6M as of Q2 2026.
  • Magnus Financial Group sold 120 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard 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 Mid-Cap ETF in Q4 2018 and has held it in 23 quarters since.
  • 868 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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