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Cambria Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cambria Investment 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
Q1 		– Sell
-4,468
Closed -$324K – 731
2025
Q4 		$324K Sell
4,468
-156
-3% -$11.3K 0.02% 478
2025
Q3 		$340K Buy
+4,624
New +$332K 0.02% 415
2020
Q1 		– Sell
-34,280
Closed -$1.53M – 203
2019
Q4 		$1.53M Buy
34,280
+1,456
+4% +$62.5K 0.4% 41
2019
Q3 		$1.38M Sell
32,824
-1,456
-4% -$60.8K 0.21% 109
2019
Q2 		$1.43M Sell
34,280
-728
-2% -$29.8K 0.22% 112
2019
Q1 		$1.41M Buy
35,008
+728
+2% +$28K 0.22% 117
2018
Q4 		$1.18M Sell
34,280
-160,592
-82% -$6.03M 0.2% 126
2018
Q3 		$8M Buy
194,872
+159,036
+444% +$6.49M 1.17% 15
2018
Q2 		$1.41M Buy
35,836
+3,500
+11% +$137K 0.21% 130
2018
Q1 		$1.25M Buy
32,336
+4,200
+15% +$165K 0.18% 148
2017
Q4 		$1.09M Sell
28,136
-25,324
-47% -$956K 0.15% 158
2017
Q3 		$1.97M Buy
53,460
+3,240
+6% +$117K 0.3% 92
2017
Q2 		$1.79M Sell
50,220
-9,908
-16% -$350K 0.38% 95
2017
Q1 		$2.09M Buy
60,128
+3,084
+5% +$106K 0.71% 38
2016
Q4 		$1.88M Hold
57,044
– – 0.78% 32
2016
Q3 		$1.85M Buy
57,044
+1,620
+3% +$52K 0.86% 24
2016
Q2 		$1.71M Buy
55,424
+16,296
+42% +$498K 0.79% 40
2016
Q1 		$1.19M Sell
39,128
-6,232
-14% -$176K 0.55% 93
2015
Q4 		$1.36M Hold
45,360
– – 0.55% 92
2015
Q3 		$1.32M Sell
45,360
-96,236
-68% -$3M 0.51% 103
2015
Q2 		$4.51M Buy
141,596
+5,568
+4% +$181K 1.38% 3
2015
Q1 		$4.51M Buy
136,028
+58,612
+76% +$1.84M 0.51% 3
2014
Q4 		$2.39M Buy
+77,416
New +$2.33M 0.85% 41

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cambria Investment Management's VO Position: Q1 2026 in Review

Cambria Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 4,468 shares — an estimated $324K sold.

Cambria Investment Management first reported a position in VO in Q4 2014 and held it in 23 quarters. The position peaked at $8M in Q3 2018. 2,396 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Cambria Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Cambria Investment Management sold 4,468 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $324K.
  • Cambria Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and held it in 23 quarters.
  • Cambria Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $8M in Q3 2018.
  • 2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.