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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Johnson Bixby & Associates's VO Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, buying an estimated $1.05M and bringing the position to 114,925 shares worth $9.26M. The position accounts for 1.03% of the portfolio, ranked #23.

Johnson Bixby & Associates first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.7M in Q4 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Johnson Bixby & Associates held 114,925 shares of Vanguard Morningstar Mid-Cap ETF worth $9.26M as of Q2 2026.
Johnson Bixby & Associates bought 13,509 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.05M.
Vanguard Morningstar Mid-Cap ETF made up 1.03% of Johnson Bixby & Associates's portfolio in Q2 2026, its #23 holding.
Johnson Bixby & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Johnson Bixby & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $15.7M in Q4 2024.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.