SEC 13F Intelligence

Barnes Wealth Management Group, Inc / VUG

Barnes Wealth Management Group, Inc’s Vanguard Index Fds Position

Does Barnes Wealth Management Group, Inc own Vanguard Index Fds (VUG)? Yes — 4.8K shares worth $2M (+1.05% of its 13F portfolio) as of Q1 2026, up from 4.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.8K
% of Portfolio
+1.05%
Quarters Held
5
currently held

Position History VUG

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.8K$2M+1.05%
Q4 20254.6K$2M+1.21%
Q3 20254.9K$2M+1.29%
Q2 20255.0K$2M+1.30%
Q1 20255.3K$2M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Barnes Wealth Management Group, Inc’s full portfolio or all institutional holders of VUG.