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Empowered Funds’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Empowered Funds’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 		$767K Sell
9,521
-3,875
-29% -$300K ﹤0.01% 1535
2026
Q1 		$962K Buy
+13,396
New +$995K 0.01% 1416
2025
Q4 		– Sell
-140,928
Closed -$10.3M – 1892
2025
Q3 		$10.3M Buy
140,928
+19,260
+16% +$1.38M 0.1% 214
2025
Q2 		$8.51M Buy
121,668
+104,084
+592% +$6.83M 0.1% 250
2025
Q1 		$1.14M Buy
17,584
+1,168
+7% +$78.4K 0.02% 949
2024
Q4 		$1.08M Hold
16,416
– – 0.02% 951
2024
Q3 		$1.08M Hold
16,416
– – 0.02% 879
2024
Q2 		$994K Sell
16,416
-7,308
-31% -$444K 0.02% 862
2024
Q1 		$1.48M Sell
23,724
-254,780
-91% -$15.1M 0.03% 711
2023
Q4 		$16.2M Buy
278,504
+229,188
+465% +$12.2M 0.41% 24
2023
Q3 		$2.57M Buy
+49,316
New +$2.7M 0.08% 378

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

Empowered Funds's VO Position: Q2 2026 in Review

Empowered Funds reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 29% in Q2 2026, selling an estimated $300K and leaving 9,521 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Empowered Funds first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $16.2M in Q4 2023. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Empowered Funds held 9,521 shares of Vanguard Morningstar Mid-Cap ETF worth $767K as of Q2 2026.
  • Empowered Funds sold 3,875 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1535 holding.
  • Empowered Funds first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • Empowered Funds's Vanguard Morningstar Mid-Cap ETF position peaked at $16.2M in Q4 2023.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.