Johnson Bixby & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Johnson Bixby & 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 Q3	$9.14M	Buy	116,511 +1,586	+1%	+$129K	1%	21
2026 Q2	$9.26M	Buy	114,925 +13,509	+13%	+$1.05M	1.03%	23
2026 Q1	$7.28M	Buy	101,416 +3,752	+4%	+$279K	0.9%	24
2025 Q4	$7.09M	Sell	97,664 -13,992	-13%	-$1.02M	0.88%	22
2025 Q3	$8.2M	Buy	111,656 +148	+0.1%	+$10.6K	1.05%	19
2025 Q2	$7.8M	Sell	111,508 -5,508	-5%	-$362K	1.07%	18
2025 Q1	$7.57M	Sell	117,016 -121,048	-51%	-$8.12M	1.13%	18
2024 Q4	$15.7M	Buy	238,064 +12,268	+5%	+$833K	2.4%	13
2024 Q3	$14.9M	Sell	225,796 -6,956	-3%	-$437K	2.27%	13
2024 Q2	$14.1M	Buy	232,752 +12,752	+6%	+$775K	2.36%	14
2024 Q1	$13.7M	Buy	220,000 +211,024	+2,351%	+$12.5M	2.39%	14
2023 Q4	$522K	Buy	+8,976	New	+$480K	0.1%	61

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Johnson Bixby & Associates's VO Position: Q3 2026 in Review

Johnson Bixby & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q3 2026, buying an estimated $129K and bringing the position to 116,511 shares worth $9.14M. The position accounts for 1% of the portfolio, ranked #21.

Johnson Bixby & Associates first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.7M in Q4 2024. 415 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Johnson Bixby & Associates held 116,511 shares of Vanguard Morningstar Mid-Cap ETF worth $9.14M as of Q3 2026.
Johnson Bixby & Associates bought 1,586 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $129K.
Vanguard Morningstar Mid-Cap ETF made up 1% of Johnson Bixby & Associates's portfolio in Q3 2026, its #21 holding.
Johnson Bixby & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Johnson Bixby & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $15.7M in Q4 2024.
415 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.