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E.S. Barr & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

E.S. Barr & Co’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
Q1 		$254K Hold
3,540
– – 0.01% 100
2025
Q4 		$257K Buy
3,540
+540
+18% +$39.3K 0.01% 117
2025
Q3 		$220K Hold
3,000
– – 0.01% 108
2025
Q2 		$210K Buy
+3,000
New +$197K 0.01% 109

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

E.S. Barr & Co's VO Position: Q1 2026 in Review

E.S. Barr & Co held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 3,540 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #100.

E.S. Barr & Co first reported a position in VO in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • E.S. Barr & Co held 3,540 shares of Vanguard Mid-Cap ETF worth $254K as of Q1 2026.
  • E.S. Barr & Co left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.01% of E.S. Barr & Co's portfolio in Q1 2026, its #100 holding.
  • E.S. Barr & Co first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • E.S. Barr & Co's Vanguard Mid-Cap ETF position peaked at $257K in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.