Magnus Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Magnus Financial Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7M	Buy	21,392 +2,621	+14%	+$1.75M	1.04%	21
2026 Q1	$11.2M	Buy	18,771 +742	+4%	+$464K	0.91%	27
2025 Q4	$11.3M	Buy	18,029 +275	+2%	+$171K	0.86%	27
2025 Q3	$10.9M	Buy	17,754 +340	+2%	+$200K	0.86%	25
2025 Q2	$9.89M	Buy	17,414 +2,171	+14%	+$1.14M	0.87%	26
2025 Q1	$7.83M	Buy	15,243 +1,315	+9%	+$711K	0.76%	27
2024 Q4	$7.5M	Buy	13,928 +4,834	+53%	+$2.62M	0.72%	30
2024 Q3	$4.8M	Buy	9,094 +561	+7%	+$285K	0.49%	45
2024 Q2	$4.27M	Buy	8,533 +1,828	+27%	+$880K	0.48%	45
2024 Q1	$3.22M	Buy	6,705 +1,712	+34%	+$784K	0.38%	54
2023 Q4	$2.18M	Buy	4,993 +99	+2%	+$40.5K	0.29%	63
2023 Q3	$1.92M	Buy	4,894 +258	+6%	+$105K	0.28%	63
2023 Q2	$1.89M	Sell	4,636 -408	-8%	-$157K	0.27%	67
2023 Q1	$1.9M	Sell	5,044 -379	-7%	-$139K	0.29%	64
2022 Q4	$1.91M	Sell	5,423 -16	-0.3%	-$5.65K	0.31%	64
2022 Q3	$1.79M	Sell	5,439 -467	-8%	-$171K	0.34%	54
2022 Q2	$2.05M	Buy	5,906 +237	+4%	+$89.3K	0.38%	48
2022 Q1	$2.35M	Buy	5,669 +1,510	+36%	+$618K	0.39%	43
2021 Q4	$1.82M	Buy	4,159 +156	+4%	+$65.9K	0.35%	51
2021 Q3	$1.58M	Buy	4,003 +148	+4%	+$60K	0.33%	50
2021 Q2	$1.52M	Buy	3,855 +414	+12%	+$159K	0.33%	47
2021 Q1	$1.25M	Buy	+3,441	New	+$1.22M	0.3%	52
2020 Q2	–	Sell	-210,770	Closed	-$49.9M	–	767
2020 Q1	$49.9M	Buy	210,770 +210,014	+27,780%	+$58.8M	6.81%	4
2019 Q4	$224K	Buy	756 +7	+0.9%	+$1.98K	0.03%	443
2019 Q3	$204K	Sell	749 -21	-3%	-$5.7K	0.04%	443
2019 Q2	$207K	Sell	770 -1,411	-65%	-$373K	0.04%	448
2019 Q1	$566K	Buy	2,181 +12	+0.6%	+$3K	0.12%	93
2018 Q4	$499K	Buy	+2,169	New	+$537K	0.13%	89

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Magnus Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $1.75M and bringing the position to 21,392 shares worth $14.7M. The position accounts for 1.04% of the portfolio, ranked #21.

Magnus Financial Group first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. The position peaked at $49.9M in Q1 2020. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Magnus Financial Group held 21,392 shares of Vanguard S&P 500 ETF worth $14.7M as of Q2 2026.
Magnus Financial Group bought 2,621 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.75M.
Vanguard S&P 500 ETF made up 1.04% of Magnus Financial Group's portfolio in Q2 2026, its #21 holding.
Magnus Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
Magnus Financial Group's Vanguard S&P 500 ETF position peaked at $49.9M in Q1 2020.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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