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MGB Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

MGB Wealth Management’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
2025
Q4 		$43K Hold
588
– – 0.01% 270
2025
Q3 		$43.1K Hold
588
– – 0.01% 270
2025
Q2 		$41K Buy
588
+528
+880% +$34.7K 0.01% 267
2025
Q1 		$3.88K Buy
60
+12
+25% +$805 ﹤0.01% 289
2024
Q4 		$3.17K Hold
48
– – ﹤0.01% 284
2024
Q3 		$3.17K Buy
48
+8
+20% +$502 ﹤0.01% 276
2024
Q2 		$2.49K Hold
40
– – ﹤0.01% 275
2024
Q1 		$2.5K Hold
40
– – ﹤0.01% 262
2023
Q4 		$2.33K Buy
+40
New +$2.14K ﹤0.01% 256

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGB Wealth Management's VO Position: Q4 2025 in Review

MGB Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2025 at 588 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #270.

MGB Wealth Management first reported a position in VO in Q4 2023 and has held it in 9 quarters since. The position peaked at $43.1K in Q3 2025. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • MGB Wealth Management held 588 shares of Vanguard Mid-Cap ETF worth $43K as of Q4 2025.
  • MGB Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q4 2025.
  • Vanguard Mid-Cap ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #270 holding.
  • MGB Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Vanguard Mid-Cap ETF position peaked at $43.1K in Q3 2025.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.