MFG
VOT icon

Magnus Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Magnus Financial Group’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Sell
9,086
-23
-0.3% -$6.63K 0.2% 86
2026
Q1 		$2.34M Buy
9,109
+2
+0% +$549 0.19% 91
2025
Q4 		$2.54M Sell
9,107
-1
-0% -$286 0.19% 94
2025
Q3 		$2.68M Sell
9,108
-11
-0.1% -$3.17K 0.21% 93
2025
Q2 		$2.59M Sell
9,119
-49
-0.5% -$12.6K 0.23% 84
2025
Q1 		$2.24M Buy
9,168
+10
+0.1% +$2.6K 0.22% 88
2024
Q4 		$2.32M Buy
9,158
+73
+0.8% +$18.8K 0.22% 88
2024
Q3 		$2.21M Sell
9,085
-28
-0.3% -$6.52K 0.22% 81
2024
Q2 		$2.09M Sell
9,113
-73
-0.8% -$16.7K 0.24% 79
2024
Q1 		$2.17M Buy
9,186
+115
+1% +$25.8K 0.26% 77
2023
Q4 		$1.99M Sell
9,071
-85
-0.9% -$17K 0.26% 70
2023
Q3 		$1.78M Buy
9,156
+28
+0.3% +$5.72K 0.26% 69
2023
Q2 		$1.88M Sell
9,128
-442
-5% -$85.7K 0.27% 68
2023
Q1 		$1.87M Buy
9,570
+28
+0.3% +$5.36K 0.28% 65
2022
Q4 		$1.72M Buy
9,542
+481
+5% +$87.2K 0.28% 68
2022
Q3 		$1.54M Sell
9,061
-132
-1% -$25K 0.3% 66
2022
Q2 		$1.61M Sell
9,193
-20
-0.2% -$3.87K 0.3% 65
2022
Q1 		$2.05M Sell
9,213
-17
-0.2% -$3.75K 0.34% 56
2021
Q4 		$2.35M Sell
9,230
-125
-1% -$31.5K 0.45% 37
2021
Q3 		$2.21M Buy
9,355
+57
+0.6% +$13.8K 0.47% 34
2021
Q2 		$2.2M Buy
9,298
+246
+3% +$55.2K 0.48% 33
2021
Q1 		$1.94M Sell
9,052
-647
-7% -$140K 0.47% 32
2020
Q4 		$2.06M Buy
9,699
+483
+5% +$95.1K 0.2% 43
2020
Q3 		$1.66M Sell
9,216
-257
-3% -$45.3K 0.19% 44
2020
Q2 		$1.56M Sell
9,473
-31,442
-77% -$4.75M 0.17% 49
2020
Q1 		$5.18M Buy
40,915
+2,226
+6% +$338K 0.71% 19
2019
Q4 		$6.14M Buy
38,689
+20,533
+113% +$3.13M 0.88% 13
2019
Q3 		$2.69M Buy
18,156
+516
+3% +$77.3K 0.5% 25
2019
Q2 		$2.63M Buy
17,640
+891
+5% +$130K 0.51% 26
2019
Q1 		$2.39M Buy
16,749
+1,844
+12% +$248K 0.49% 27
2018
Q4 		$1.78M Buy
+14,905
New +$1.91M 0.47% 27

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

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

Magnus Financial Group reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.25% in Q2 2026, selling an estimated $6.63K and leaving 9,086 shares worth $2.78M. The position accounts for 0.2% of the portfolio, ranked #86.

Magnus Financial Group first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.14M in Q4 2019. 330 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Magnus Financial Group held 9,086 shares of Vanguard Mid-Cap Growth ETF worth $2.78M as of Q2 2026.
  • Magnus Financial Group sold 23 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.63K.
  • Vanguard Mid-Cap Growth ETF made up 0.2% of Magnus Financial Group's portfolio in Q2 2026, its #86 holding.
  • Magnus Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $6.14M in Q4 2019.
  • 330 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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