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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
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

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Barlow Wealth Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,220 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #95.

Barlow Wealth Partners first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Barlow Wealth Partners held 1,220 shares of Vanguard Morningstar Large-Cap ETF worth $419K as of Q2 2026.
  • Barlow Wealth Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Barlow Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Barlow Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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