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Bellars Harris Wealth Management, LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bellars Harris Wealth Management, LLC’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 		$4.48M Buy
+55,649
New +$4.31M 0.91% 53

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JFG
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NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's VO Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 55,649 shares worth $4.48M. The stake represents 0.91% of the portfolio and ranks #53 among its holdings.

1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 55,649 shares of Vanguard Morningstar Mid-Cap ETF worth $4.48M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.91% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #53 holding.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.