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Embree Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Embree Financial Group’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 		– Sell
-3,992
Closed -$287K – 302
2026
Q1 		$287K Sell
3,992
-196
-5% -$14.6K 0.03% 210
2025
Q4 		$304K Buy
4,188
+32
+0.8% +$2.33K 0.04% 192
2025
Q3 		$305K Buy
4,156
+16
+0.4% +$1.15K 0.04% 183
2025
Q2 		$290K Hold
4,140
– – 0.04% 178
2025
Q1 		$268K Buy
4,140
+80
+2% +$5.37K 0.04% 177
2024
Q4 		$268K Buy
4,060
+16
+0.4% +$1.09K 0.05% 166
2024
Q3 		$267K Buy
4,044
+104
+3% +$6.53K 0.05% 164
2024
Q2 		$238K Hold
3,940
– – 0.05% 165
2024
Q1 		$246K Sell
3,940
-44
-1% -$2.6K 0.05% 166
2023
Q4 		$232K Buy
+3,984
New +$213K 0.05% 161

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Embree Financial Group's VO Position: Q2 2026 in Review

Embree Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,992 shares — an estimated $287K sold.

Embree Financial Group first reported a position in VO in Q4 2023 and held it in 10 quarters. The position peaked at $305K in Q3 2025. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Embree Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Embree Financial Group sold 3,992 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $287K.
  • Embree Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 10 quarters.
  • Embree Financial Group's Vanguard Mid-Cap ETF position peaked at $305K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.