Empower Advisory Group
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Empower Advisory Group’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Empower Advisory Group's VO Position: Q1 2026 in Review

Empower Advisory Group reduced its Vanguard Mid-Cap ETF (VO) stake by 6.5% in Q1 2026, selling an estimated $262K and leaving 50,972 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #190.

Empower Advisory Group first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $23.4M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Empower Advisory Group held 50,972 shares of Vanguard Mid-Cap ETF worth $3.66M as of Q1 2026.
  • Empower Advisory Group sold 3,532 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $262K.
  • Vanguard Mid-Cap ETF made up 0.01% of Empower Advisory Group's portfolio in Q1 2026, its #190 holding.
  • Empower Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Vanguard Mid-Cap ETF position peaked at $23.4M in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.