J.W. Burns & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

J.W. Burns & Co’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	$215K	Hold	3,000	–	–	0.02%	176
2025 Q4	$218K	Hold	3,000	–	–	0.02%	176
2025 Q3	$220K	Buy	+3,000	New	+$215K	0.02%	176
2023 Q2	–	Sell	-4,336	Closed	-$229K	–	174
2023 Q1	$229K	Sell	4,336 -200	-4%	-$10.6K	0.04%	166
2022 Q4	$231K	Buy	+4,536	New	+$231K	0.04%	165
2022 Q2	–	Sell	-3,600	Closed	-$214K	–	175
2022 Q1	$214K	Hold	3,600	–	–	0.03%	169
2021 Q4	$229K	Hold	3,600	–	–	0.03%	178
2021 Q3	$213K	Hold	3,600	–	–	0.03%	177
2021 Q2	$214K	Buy	+3,600	New	+$209K	0.03%	177

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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