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

Jim Saulnier & Associates’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Buy	+1,111	New	+$208K	0.1%	139

Other funds holding VOE

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

Jim Saulnier & Associates opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 1,111 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #139 among its holdings.

1,218 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Jim Saulnier & Associates held 1,111 shares of Vanguard Mid-Cap Value ETF worth $205K as of Q1 2026.
Vanguard Mid-Cap Value ETF was a new Jim Saulnier & Associates position in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.1% of Jim Saulnier & Associates's portfolio in Q1 2026, its #139 holding.
1,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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