Empower Advisory Group
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Empower Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Empower Advisory 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 		$4.64M Buy
57,594
+6,622
+13% +$513K 0.01% 193
2026
Q1 		$3.66M Sell
50,972
-3,532
-6% -$262K 0.01% 190
2025
Q4 		$3.95M Buy
54,504
+14,236
+35% +$1.04M 0.01% 193
2025
Q3 		$2.96M Buy
40,268
+10,028
+33% +$720K 0.01% 197
2025
Q2 		$2.12M Buy
30,240
+3,408
+13% +$224K 0.01% 207
2025
Q1 		$1.73M Sell
26,832
-327,892
-92% -$22M 0.01% 211
2024
Q4 		$23.4M Buy
354,724
+2,992
+0.9% +$203K 0.08% 130
2024
Q3 		$23.2M Sell
351,732
-3,448
-1% -$216K 0.08% 124
2024
Q2 		$21.5M Sell
355,180
-1,844
-0.5% -$112K 0.08% 122
2024
Q1 		$22.3M Sell
357,024
-13,712
-4% -$810K 0.08% 122
2023
Q4 		$21.6M Sell
370,736
-84
-0% -$4.49K 0.08% 124
2023
Q3 		$19.3M Buy
370,820
+3,068
+0.8% +$168K 0.09% 123
2023
Q2 		$20.2M Sell
367,752
-812
-0.2% -$42.6K 0.09% 126
2023
Q1 		$19.4M Buy
+368,564
New +$19.6M 0.09% 127

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Empower Advisory Group's VO Position: Q2 2026 in Review

Empower Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, buying an estimated $513K and bringing the position to 57,594 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #193.

Empower Advisory Group first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.4M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Empower Advisory Group held 57,594 shares of Vanguard Morningstar Mid-Cap ETF worth $4.64M as of Q2 2026.
  • Empower Advisory Group bought 6,622 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $513K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Empower Advisory Group's portfolio in Q2 2026, its #193 holding.
  • Empower Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $23.4M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.