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Jim Saulnier & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Jim Saulnier & Associates’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 		$703K Buy
9,800
+4,376
+81% +$325K 0.34% 63
2025
Q4 		$394K Buy
5,424
+920
+20% +$66.9K 0.2% 95
2025
Q3 		$331K Buy
+4,504
New +$323K 0.18% 99

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

Jim Saulnier & Associates's VO Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Mid-Cap ETF (VO) stake by 81% in Q1 2026, buying an estimated $325K and bringing the position to 9,800 shares worth $703K. The position accounts for 0.34% of the portfolio, ranked #63.

Jim Saulnier & Associates first reported a position in VO in Q3 2025 and has held it in 3 quarters since. 2,387 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Jim Saulnier & Associates held 9,800 shares of Vanguard Mid-Cap ETF worth $703K as of Q1 2026.
  • Jim Saulnier & Associates bought 4,376 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $325K.
  • Vanguard Mid-Cap ETF made up 0.34% of Jim Saulnier & Associates's portfolio in Q1 2026, its #63 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.