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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
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

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Barlow Wealth Partners's VO Position: Q2 2026 in Review

Barlow Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,060 shares worth $245K. 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 4 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Barlow Wealth Partners held 3,060 shares of Vanguard Morningstar Mid-Cap ETF worth $245K as of Q2 2026.
  • Barlow Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Barlow Wealth Partners's portfolio in Q2 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 4 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.