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Bartlett & Co Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bartlett & Co 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 		$5.23M Sell
64,915
-198,553
-75% -$15.4M 0.07% 143
2026
Q1 		$5.08M Buy
263,468
+196,520
+294% +$14.6M 0.06% 143
2025
Q4 		$4.86M Sell
66,948
-2,944
-4% -$214K 0.06% 143
2025
Q3 		$5.14M Sell
69,892
-9,312
-12% -$669K 0.07% 141
2025
Q2 		$5.55M Sell
79,204
-500
-0.6% -$32.8K 0.08% 134
2025
Q1 		$5.15M Sell
79,704
-456
-0.6% -$30.6K 0.08% 133
2024
Q4 		$5.29M Sell
80,160
-2,820
-3% -$191K 0.08% 135
2024
Q3 		$5.47M Sell
82,980
-2,168
-3% -$136K 0.08% 131
2024
Q2 		$5.17M Sell
85,148
-1,140
-1% -$69.3K 0.08% 134
2024
Q1 		$5.39M Sell
86,288
-620
-0.7% -$36.6K 0.08% 137
2023
Q4 		$5.08M Sell
86,908
-892
-1% -$47.7K 0.08% 135
2023
Q3 		$4.57M Sell
87,800
-3,284
-4% -$180K 0.08% 139
2023
Q2 		$5.01M Sell
91,084
-2,428
-3% -$127K 0.09% 136
2023
Q1 		$4.93M Sell
93,512
-2,544
-3% -$135K 0.1% 128
2022
Q4 		$4.89M Sell
96,056
-4,248
-4% -$216K 0.1% 130
2022
Q3 		$4.71M Sell
100,304
-2,956
-3% -$154K 0.1% 128
2022
Q2 		$5.08M Buy
103,260
+10,076
+11% +$544K 0.1% 128
2022
Q1 		$5.54M Sell
93,184
-2,036
-2% -$119K 0.1% 128
2021
Q4 		$6.06M Buy
95,220
+2,748
+3% +$172K 0.1% 125
2021
Q3 		$5.47M Sell
92,472
-4,144
-4% -$250K 0.1% 121
2021
Q2 		$5.73M Sell
96,616
-324
-0.3% -$18.8K 0.11% 121
2021
Q1 		$5.36M Sell
96,940
-224
-0.2% -$12.2K 0.11% 123
2020
Q4 		$5.02M Sell
97,164
-432
-0.4% -$20.9K 0.11% 126
2020
Q3 		$4.3M Sell
97,596
-1,200
-1% -$52.3K 0.1% 125
2020
Q2 		$4.05M Sell
98,796
-1,696
-2% -$65K 0.11% 124
2020
Q1 		$3.31M Sell
100,492
-8,280
-8% -$343K 0.1% 130
2019
Q4 		$4.85M Buy
108,772
+2,060
+2% +$88.5K 0.12% 122
2019
Q3 		$4.47M Buy
106,712
+102,376
+2,361% +$4.28M 0.12% 122
2019
Q2 		$182K Buy
4,336
+2,168
+100% +$88.7K 0.01% 263
2019
Q1 		$87.4K Hold
2,168
– – ﹤0.01% 336
2018
Q4 		$74.9K Hold
2,168
– – ﹤0.01% 346
2018
Q3 		$89.4K Hold
2,168
– – ﹤0.01% 334
2018
Q2 		$85.4K Sell
2,168
-1,000
-32% -$39.3K ﹤0.01% 341
2018
Q1 		$122K Buy
+3,168
New +$125K 0.01% 300

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bartlett & Co Wealth Management's VO Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $15.4M and leaving 64,915 shares worth $5.23M. The position accounts for 0.07% of the portfolio, ranked #143.

Bartlett & Co Wealth Management first reported a position in VO in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.06M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bartlett & Co Wealth Management held 64,915 shares of Vanguard Morningstar Mid-Cap ETF worth $5.23M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 198,553 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.4M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $6.06M in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.