Empirical Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Empirical Asset 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 Q2	$853K	Sell	10,592 -29,780	-74%	-$2.31M	0.19%	133
2026 Q1	$742K	Buy	40,372 +20	+0%	+$1.49K	0.2%	138
2025 Q4	$748K	Sell	40,352 -188	-0.5%	-$13.7K	0.21%	133
2025 Q3	$771K	Buy	40,540 +30,292	+296%	+$2.18M	0.21%	151
2025 Q2	$717K	Buy	10,248 +4	+0%	+$263	0.22%	139
2025 Q1	$662K	Buy	10,244 +2,600	+34%	+$174K	0.23%	132
2024 Q4	$505K	Sell	7,644 -240	-3%	-$16.3K	0.17%	163
2024 Q3	$520K	Buy	7,884 +24	+0.3%	+$1.51K	0.19%	165
2024 Q2	$476K	Buy	+7,860	New	+$478K	0.18%	168

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

Empirical Asset Management's VO Position: Q2 2026 in Review

Empirical Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 74% in Q2 2026, selling an estimated $2.31M and leaving 10,592 shares worth $853K. The position accounts for 0.19% of the portfolio, ranked #133.

Empirical Asset Management first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Empirical Asset Management held 10,592 shares of Vanguard Morningstar Mid-Cap ETF worth $853K as of Q2 2026.
Empirical Asset Management sold 29,780 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.31M.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of Empirical Asset Management's portfolio in Q2 2026, its #133 holding.
Empirical Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.