Johnson Bixby & Associates’s Vanguard 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 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Creative Planning

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

Raymond James Financial

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

Northwestern Mutual Wealth Management

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

Envestnet Asset Management

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