EWM
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Empirical Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Empirical Wealth 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 		$2.7M Sell
33,557
-2,783
-8% -$216K 0.04% 232
2026
Q1 		$2.61M Sell
36,340
-244
-0.7% -$18.1K 0.05% 224
2025
Q4 		$2.65M Buy
36,584
+3,412
+10% +$248K 0.05% 215
2025
Q3 		$2.44M Buy
33,172
+4,936
+17% +$354K 0.05% 219
2025
Q2 		$1.98M Buy
28,236
+15,764
+126% +$1.03M 0.04% 232
2025
Q1 		$806K Sell
12,472
-3,940
-24% -$264K 0.02% 321
2024
Q4 		$1.08M Sell
16,412
-1,536
-9% -$104K 0.03% 272
2024
Q3 		$1.18M Sell
17,948
-1,248
-7% -$78.4K 0.03% 252
2024
Q2 		$1.16M Sell
19,196
-4,424
-19% -$269K 0.03% 243
2024
Q1 		$1.48M Sell
23,620
-5,304
-18% -$313K 0.04% 217
2023
Q4 		$1.68M Buy
28,924
+8,944
+45% +$478K 0.06% 188
2023
Q3 		$1.04M Sell
19,980
-112
-0.6% -$6.14K 0.04% 220
2023
Q2 		$1.11M Buy
20,092
+3,908
+24% +$205K 0.04% 215
2023
Q1 		$853K Buy
16,184
+448
+3% +$23.8K 0.04% 238
2022
Q4 		$802K Buy
15,736
+1,352
+9% +$68.9K 0.04% 241
2022
Q3 		$676K Sell
14,384
-5,008
-26% -$262K 0.04% 250
2022
Q2 		$955K Sell
19,392
-8,124
-30% -$439K 0.05% 202
2022
Q1 		$1.64M Buy
27,516
+5,108
+23% +$300K 0.08% 152
2021
Q4 		$1.43M Buy
22,408
+752
+3% +$47.1K 0.07% 164
2021
Q3 		$1.28M Sell
21,656
-708
-3% -$42.8K 0.07% 160
2021
Q2 		$1.33M Buy
22,364
+1,288
+6% +$74.6K 0.08% 154
2021
Q1 		$1.17M Buy
21,076
+7,336
+53% +$398K 0.09% 139
2020
Q4 		$710K Buy
+13,740
New +$665K 0.05% 195
2020
Q1 		– Sell
-6,396
Closed -$285K – 363
2019
Q4 		$285K Buy
6,396
+272
+4% +$11.7K 0.03% 268
2019
Q3 		$257K Buy
+6,124
New +$256K 0.03% 246

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Empirical Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 7.7% in Q2 2026, selling an estimated $216K and leaving 33,557 shares worth $2.7M. The position accounts for 0.04% of the portfolio, ranked #232.

Empirical Wealth Management first reported a position in VO in Q3 2019 and has held it in 25 quarters since. 1,199 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Empirical Wealth Management held 33,557 shares of Vanguard Mid-Cap ETF worth $2.7M as of Q2 2026.
  • Empirical Wealth Management sold 2,783 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $216K.
  • Vanguard Mid-Cap ETF made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Empirical Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2019 and has held it in 25 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.