JF
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Joule Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Joule Financial’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 		– Sell
-7,592
Closed -$545K – 120
2026
Q1 		$545K Buy
+7,592
New +$564K 0.16% 59

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Joule Financial's VO Position: Q2 2026 in Review

Joule Financial sold out of Vanguard Mid-Cap ETF (VO) in Q2 2026, closing a stake of 7,592 shares — an estimated $545K sold.

Joule Financial first reported a position in VO in Q1 2026 and held it in 1 quarter. The position peaked at $545K in Q1 2026. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Joule Financial reported no remaining Vanguard Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Joule Financial sold 7,592 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $545K.
  • Joule Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Joule Financial's Vanguard Mid-Cap ETF position peaked at $545K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.