Barlow Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Barlow Wealth Partners’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$439K	Hold	1,220	–	–	0.05%	92
2026 Q2	$419K	Hold	1,220	–	–	0.05%	95
2026 Q1	$398K	Hold	1,220	–	–	0.04%	96
2025 Q4	$390K	Hold	1,220	–	–	0.04%	95
2025 Q3	$376K	Hold	1,220	–	–	0.04%	94
2025 Q2	$349K	Hold	1,220	–	–	0.04%	94
2025 Q1	$309K	Hold	1,220	–	–	0.04%	97
2024 Q4	$333K	Hold	1,220	–	–	0.04%	97
2024 Q3	$318K	Hold	1,220	–	–	0.04%	110
2024 Q2	$302K	Hold	1,220	–	–	0.04%	114
2024 Q1	$286K	Hold	1,220	–	–	0.04%	114
2023 Q4	$266K	Buy	+1,220	New	+$249K	0.04%	121

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Barlow Wealth Partners's VV Position: Q3 2026 in Review

Barlow Wealth Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,220 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #92.

Barlow Wealth Partners first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 762 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Barlow Wealth Partners held 1,220 shares of Vanguard Morningstar Large-Cap ETF worth $439K as of Q3 2026.
Barlow Wealth Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Barlow Wealth Partners's portfolio in Q3 2026, its #92 holding.
Barlow Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
762 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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