May Barnhard Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

May Barnhard Investments’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	$12.9M	Buy	160,350 +3,998	+3%	+$310K	5.23%	2
2026 Q1	$11.2M	Buy	156,352 +6,780	+5%	+$504K	5.45%	2
2025 Q4	$10.9M	Buy	149,572 +1,660	+1%	+$121K	5.13%	3
2025 Q3	$10.9M	Buy	147,912 +19,236	+15%	+$1.38M	5.04%	3
2025 Q2	$9M	Buy	128,676 +35,232	+38%	+$2.31M	4.2%	5
2025 Q1	$6.04M	Buy	93,444 +4,960	+6%	+$333K	3.01%	8
2024 Q4	$5.84M	Buy	88,484 +7,912	+10%	+$537K	2.78%	12
2024 Q3	$5.31M	Buy	80,572 +6,508	+9%	+$409K	2.6%	15
2024 Q2	$4.48M	Buy	74,064 +6,516	+10%	+$396K	2.31%	16
2024 Q1	$4.22M	Buy	67,548 +5,196	+8%	+$307K	2.11%	18
2023 Q4	$3.63M	Buy	+62,352	New	+$3.33M	1.87%	21

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

May Barnhard Investments's VO Position: Q2 2026 in Review

May Barnhard Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q2 2026, buying an estimated $310K and bringing the position to 160,350 shares worth $12.9M. The position accounts for 5.23% of the portfolio, ranked #2.

May Barnhard Investments first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

May Barnhard Investments held 160,350 shares of Vanguard Morningstar Mid-Cap ETF worth $12.9M as of Q2 2026.
May Barnhard Investments bought 3,998 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310K.
Vanguard Morningstar Mid-Cap ETF made up 5.23% of May Barnhard Investments's portfolio in Q2 2026, its #2 holding.
May Barnhard Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.