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Bar Harbor Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bar Harbor Wealth Management’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 		$3.82M Sell
47,474
-278
-0.6% -$21.6K 0.21% 97
2026
Q1 		$3.43M Sell
47,752
-52
-0.1% -$3.86K 0.2% 103
2025
Q4 		$3.47M Sell
47,804
-288
-0.6% -$20.9K 0.2% 100
2025
Q3 		$3.53M Buy
48,092
+652
+1% +$46.8K 0.21% 98
2025
Q2 		$3.32M Sell
47,440
-76
-0.2% -$4.99K 0.21% 102
2025
Q1 		$3.07M Sell
47,516
-228
-0.5% -$15.3K 0.2% 105
2024
Q4 		$3.15M Buy
47,744
+32
+0.1% +$2.17K 0.21% 101
2024
Q3 		$3.15M Sell
47,712
-3,092
-6% -$194K 0.2% 106
2024
Q2 		$3.07M Buy
50,804
+516
+1% +$31.4K 0.2% 104
2024
Q1 		$3.14M Sell
50,288
-520
-1% -$30.7K 0.21% 108
2023
Q4 		$2.95M Sell
50,808
-704
-1% -$37.6K 0.22% 102
2023
Q3 		$2.68M Buy
51,512
+880
+2% +$48.3K 0.21% 100
2023
Q2 		$2.79M Buy
50,632
+2,216
+5% +$116K 0.21% 101
2023
Q1 		$2.55M Buy
48,416
+9,444
+24% +$502K 0.2% 103
2022
Q4 		$1.99M Sell
38,972
-348
-0.9% -$17.7K 0.16% 120
2022
Q3 		$1.85M Buy
39,320
+940
+2% +$49.1K 0.16% 116
2022
Q2 		$1.89M Buy
+38,380
New +$2.07M 0.15% 122

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Bar Harbor Wealth Management's VO Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.58% in Q2 2026, selling an estimated $21.6K and leaving 47,474 shares worth $3.82M. The position accounts for 0.21% of the portfolio, ranked #97.

Bar Harbor Wealth Management first reported a position in VO in Q2 2022 and has held it in 17 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bar Harbor Wealth Management held 47,474 shares of Vanguard Mid-Cap ETF worth $3.82M as of Q2 2026.
  • Bar Harbor Wealth Management sold 278 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $21.6K.
  • Vanguard Mid-Cap ETF made up 0.21% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Bar Harbor Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.