Bosun Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bosun Asset 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 Q1	$230K	Hold	3,200	–	–	0.12%	68
2025 Q4	$232K	Hold	3,200	–	–	0.11%	69
2025 Q3	$235K	Hold	3,200	–	–	0.12%	62
2025 Q2	$224K	Hold	3,200	–	–	0.07%	189
2025 Q1	$207K	Hold	3,200	–	–	0.09%	184
2024 Q4	$211K	Hold	3,200	–	–	0.09%	180
2024 Q3	$211K	Buy	+3,200	New	+$201K	0.1%	172
2023 Q3	–	Sell	-3,200	Closed	-$176K	–	192
2023 Q2	$176K	Buy	+3,200	New	+$168K	0.17%	96
2022 Q1	–	Sell	-3,200	Closed	-$204K	–	79
2021 Q4	$204K	Buy	+3,200	New	+$201K	0.19%	72

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bosun Asset Management's VO Position: Q1 2026 in Review

Bosun Asset Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 3,200 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #68.

Bosun Asset Management first reported a position in VO in Q4 2021 and has held it in 9 quarters since. The position peaked at $235K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Bosun Asset Management held 3,200 shares of Vanguard Mid-Cap ETF worth $230K as of Q1 2026.
Bosun Asset Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.12% of Bosun Asset Management's portfolio in Q1 2026, its #68 holding.
Bosun Asset Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
Bosun Asset Management's Vanguard Mid-Cap ETF position peaked at $235K in Q3 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Bosun Asset Management's 13F filing for Q1 2026, filed 11 May 2026.