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

Mann 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 Q3	$774K	Buy	+9,875	New	+$803K	0.62%	17

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mann Financial Group's VO Position: Q3 2026 in Review

Mann Financial Group opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 9,875 shares worth $774K. The stake represents 0.62% of the portfolio and ranks #17 among its holdings.

912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Mann Financial Group held 9,875 shares of Vanguard Morningstar Mid-Cap ETF worth $774K as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new Mann Financial Group position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.62% of Mann Financial Group's portfolio in Q3 2026, its #17 holding.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Mann Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.