MFG
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Magnus Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Magnus Financial Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Buy
6,550
+132
+2% +$25.5K 0.09% 138
2026
Q1 		$1.18M Buy
6,418
+249
+4% +$46.5K 0.1% 137
2025
Q4 		$1.09M Buy
6,169
+50
+0.8% +$8.75K 0.08% 162
2025
Q3 		$1.07M Buy
6,119
+21
+0.3% +$3.57K 0.08% 162
2025
Q2 		$1M Buy
6,098
+120
+2% +$19K 0.09% 161
2025
Q1 		$960K Buy
5,978
+17
+0.3% +$2.78K 0.09% 162
2024
Q4 		$964K Buy
5,961
+43
+0.7% +$7.25K 0.09% 156
2024
Q3 		$992K Buy
5,918
+140
+2% +$22.3K 0.1% 154
2024
Q2 		$869K Hold
5,778
– – 0.1% 149
2024
Q1 		$901K Buy
5,778
+151
+3% +$22.2K 0.11% 138
2023
Q4 		$816K Buy
5,627
+172
+3% +$23.1K 0.11% 139
2023
Q3 		$714K Buy
5,455
+57
+1% +$7.89K 0.1% 141
2023
Q2 		$747K Buy
5,398
+12
+0.2% +$1.6K 0.11% 141
2023
Q1 		$722K Buy
5,386
+11
+0.2% +$1.53K 0.11% 138
2022
Q4 		$727K Buy
5,375
+3,444
+178% +$462K 0.12% 135
2022
Q3 		$235K Buy
1,931
+13
+0.7% +$1.76K 0.04% 214
2022
Q2 		$248K Sell
1,918
-183
-9% -$25.9K 0.05% 230
2022
Q1 		$315K Buy
2,101
+45
+2% +$6.62K 0.05% 219
2021
Q4 		$309K Buy
2,056
+233
+13% +$34.2K 0.06% 190
2021
Q3 		$255K Sell
1,823
-332
-15% -$47.2K 0.05% 204
2021
Q2 		$303K Buy
2,155
+133
+7% +$18.8K 0.07% 185
2021
Q1 		$273K Buy
2,022
+14
+0.7% +$1.79K 0.07% 180
2020
Q4 		$239K Buy
+2,008
New +$225K 0.02% 258
2020
Q2 		– Sell
-56,428
Closed -$4.59M – 766
2020
Q1 		$4.59M Buy
56,428
+3,512
+7% +$378K 0.63% 20
2019
Q4 		$6.31M Buy
52,916
+28,816
+120% +$3.32M 0.9% 12
2019
Q3 		$2.72M Buy
24,100
+1,020
+4% +$113K 0.51% 23
2019
Q2 		$2.57M Buy
23,080
+2,466
+12% +$270K 0.5% 28
2019
Q1 		$2.22M Buy
20,614
+1,959
+11% +$206K 0.45% 28
2018
Q4 		$1.78M Buy
+18,655
New +$1.96M 0.47% 28

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Magnus Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 2.1% in Q2 2026, buying an estimated $25.5K and bringing the position to 6,550 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #138.

Magnus Financial Group first reported a position in VOE in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.31M in Q4 2019. 401 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Magnus Financial Group held 6,550 shares of Vanguard Mid-Cap Value ETF worth $1.29M as of Q2 2026.
  • Magnus Financial Group bought 132 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $25.5K.
  • Vanguard Mid-Cap Value ETF made up 0.09% of Magnus Financial Group's portfolio in Q2 2026, its #138 holding.
  • Magnus Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 29 quarters since.
  • Magnus Financial Group's Vanguard Mid-Cap Value ETF position peaked at $6.31M in Q4 2019.
  • 401 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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