VFG
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Victory Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Victory 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
Q1 		$2.11M Buy
29,344
+6,100
+26% +$453K 0.26% 64
2025
Q4 		$1.69M Buy
23,244
+476
+2% +$34.6K 0.21% 75
2025
Q3 		$1.67M Sell
22,768
-1,824
-7% -$131K 0.23% 57
2025
Q2 		$1.72M Sell
24,592
-4,756
-16% -$312K 0.27% 52
2025
Q1 		$1.9M Sell
29,348
-17,456
-37% -$1.17M 0.36% 49
2024
Q4 		$3.09M Buy
+46,804
New +$3.18M 0.81% 25
2024
Q2 		$2.92M Sell
48,248
-556
-1% -$33.8K 1.37% 14
2024
Q1 		$3.05M Sell
48,804
-3,404
-7% -$201K 1.8% 12
2023
Q4 		$3.04M Buy
+52,208
New +$2.79M 2.05% 11

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Victory Financial Group's VO Position: Q1 2026 in Review

Victory Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 26% in Q1 2026, buying an estimated $453K and bringing the position to 29,344 shares worth $2.11M. The position accounts for 0.26% of the portfolio, ranked #64.

Victory Financial Group first reported a position in VO in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.09M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Victory Financial Group held 29,344 shares of Vanguard Mid-Cap ETF worth $2.11M as of Q1 2026.
  • Victory Financial Group bought 6,100 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $453K.
  • Vanguard Mid-Cap ETF made up 0.26% of Victory Financial Group's portfolio in Q1 2026, its #64 holding.
  • Victory Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • Victory Financial Group's Vanguard Mid-Cap ETF position peaked at $3.09M in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.