Sawyer & Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Sawyer & Company’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	$70.9K	Buy	988 +4	+0.4%	+$297	0.03%	113
2025 Q4	$71.3K	Buy	984 +40	+4%	+$2.91K	0.03%	114
2025 Q3	$66K	Hold	944	–	–	0.02%	116
2025 Q2	$66K	Hold	944	–	–	0.02%	116
2025 Q1	$61K	Buy	944 +4	+0.4%	+$268	0.02%	116
2024 Q4	$62K	Buy	940 +48	+5%	+$3.26K	0.02%	118
2024 Q3	$59K	Buy	892 +4	+0.5%	+$251	0.02%	119
2024 Q2	$54K	Hold	888	–	–	0.02%	120
2024 Q1	$55.3K	Buy	888 +340	+62%	+$20.1K	0.02%	122
2023 Q4	$32K	Buy	548 +4	+0.7%	+$214	0.01%	133
2023 Q3	$28K	Buy	+544	New	+$29.8K	0.01%	140

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