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Jim Saulnier & Associates’s Vanguard Morningstar 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
Q2 		$3.23M Buy
40,045
+30,245
+309% +$2.34M 1.3% 14
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jim Saulnier & Associates's VO Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 309% in Q2 2026, buying an estimated $2.34M and bringing the position to 40,045 shares worth $3.23M. The position accounts for 1.3% of the portfolio, ranked #14.

Jim Saulnier & Associates first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Jim Saulnier & Associates held 40,045 shares of Vanguard Morningstar Mid-Cap ETF worth $3.23M as of Q2 2026.
  • Jim Saulnier & Associates bought 30,245 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.34M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.3% of Jim Saulnier & Associates's portfolio in Q2 2026, its #14 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.