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Jim Saulnier & Associates’s Vanguard Morningstar 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
Q2 		$314K Buy
1,591
+480
+43% +$92.9K 0.13% 120
2026
Q1 		$205K Buy
+1,111
New +$208K 0.1% 139

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Jim Saulnier & Associates increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 43% in Q2 2026, buying an estimated $92.9K and bringing the position to 1,591 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #120.

Jim Saulnier & Associates first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Jim Saulnier & Associates held 1,591 shares of Vanguard Morningstar Mid-Cap Value ETF worth $314K as of Q2 2026.
  • Jim Saulnier & Associates bought 480 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $92.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Jim Saulnier & Associates's portfolio in Q2 2026, its #120 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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