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 Q3	$297K	Buy	+3,791	New	+$308K	0.03%	224
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Embree Financial Group's VO Position: Q3 2026 in Review

Embree Financial Group opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 3,791 shares worth $297K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings. This is a return to the name: Embree Financial Group previously reported a position in VO as recently as Q1 2026.

Embree Financial Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $305K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Embree Financial Group held 3,791 shares of Vanguard Morningstar Mid-Cap ETF worth $297K as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new Embree Financial Group position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Embree Financial Group's portfolio in Q3 2026, its #224 holding.
Embree Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Embree Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $305K in Q3 2025.
1,086 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.