Joel Adams & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Joel Adams & 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	$2.57M	Sell	35,780 -528	-1%	-$39.2K	1.91%	12
2025 Q4	$2.63M	Buy	36,308 +1,688	+5%	+$123K	1.98%	12
2025 Q3	$2.54M	Sell	34,620 -824	-2%	-$59.2K	2.05%	11
2025 Q2	$2.48M	Sell	35,444 -3,940	-10%	-$259K	2.2%	10
2025 Q1	$2.55M	Sell	39,384 -1,096	-3%	-$73.6K	2.29%	10
2024 Q4	$2.67M	Buy	+40,480	New	+$2.75M	2.43%	10

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Joel Adams & Associates's VO Position: Q1 2026 in Review

Joel Adams & Associates reduced its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q1 2026, selling an estimated $39.2K and leaving 35,780 shares worth $2.57M. The position accounts for 1.91% of the portfolio, ranked #12.

Joel Adams & Associates first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.67M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Joel Adams & Associates held 35,780 shares of Vanguard Mid-Cap ETF worth $2.57M as of Q1 2026.
Joel Adams & Associates sold 528 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $39.2K.
Vanguard Mid-Cap ETF made up 1.91% of Joel Adams & Associates's portfolio in Q1 2026, its #12 holding.
Joel Adams & Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's Vanguard Mid-Cap ETF position peaked at $2.67M in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.