Oak Barrel Wealth Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Oak Barrel Wealth Advisory’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	$1.05M	Buy	+13,021	New	+$1.01M	0.46%	32
2025 Q4	$940K	Buy	+12,956	New	+$942K	0.56%	34

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

Oak Barrel Wealth Advisory's VO Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 13,021 shares worth $1.05M. The stake represents 0.46% of the portfolio and ranks #32 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in VO as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in VO in Q4 2025 and has held it in 2 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Oak Barrel Wealth Advisory held 13,021 shares of Vanguard Morningstar Mid-Cap ETF worth $1.05M as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.46% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #32 holding.
Oak Barrel Wealth Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.