Embree Financial Group’s Vanguard Morningstar 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

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

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

Embree Financial Group sold out of Vanguard Morningstar 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. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Embree Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Embree Financial Group sold 3,992 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $287K.
Embree Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 10 quarters.
Embree Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $305K in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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