Barlow Wealth Partners
VO icon

Barlow Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Barlow Wealth Partners’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
Q3 		$248K Hold
3,060
– – 0.03% 133
2026
Q2 		$245K Hold
3,060
– – 0.03% 133
2026
Q1 		$235K Hold
3,060
– – 0.03% 126
2025
Q4 		$228K Hold
3,060
– – 0.02% 127
2025
Q3 		$223K Buy
+3,060
New +$220K 0.02% 122

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Allworth Financial
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Nicholas Hoffman & Company
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
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Midwest Trust
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Barlow Wealth Partners's VO Position: Q3 2026 in Review

Barlow Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,060 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #133.

Barlow Wealth Partners first reported a position in VO in Q3 2025 and has held it in 5 quarters since. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Barlow Wealth Partners held 3,060 shares of Vanguard Morningstar Mid-Cap ETF worth $248K as of Q3 2026.
  • Barlow Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Barlow Wealth Partners's portfolio in Q3 2026, its #133 holding.
  • Barlow Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.