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

RMG 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
2026
Q3 		$2.75M Sell
33,974
-5,652
-14% -$460K 0.28% 14
2026
Q2 		$3.31M Sell
39,626
-179
-0.4% -$13.9K 0.34% 14
2026
Q1 		$3.11M Buy
39,805
+13,153
+49% +$977K 0.36% 14
2025
Q4 		$2M Sell
26,652
-976
-4% -$71K 0.26% 13
2025
Q3 		$2.02M Sell
27,628
-44
-0.2% -$3.16K 0.28% 13
2025
Q2 		$1.97M Buy
+27,672
New +$1.82M 0.3% 12

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

RMG Wealth Management's VO Position: Q3 2026 in Review

RMG Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q3 2026, selling an estimated $460K and leaving 33,974 shares worth $2.75M. The position accounts for 0.28% of the portfolio, ranked #14.

RMG Wealth Management first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.31M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • RMG Wealth Management held 33,974 shares of Vanguard Morningstar Mid-Cap ETF worth $2.75M as of Q3 2026.
  • RMG Wealth Management sold 5,652 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $460K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.28% of RMG Wealth Management's portfolio in Q3 2026, its #14 holding.
  • RMG Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.31M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.