EL
VO icon

Essex LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Essex LLC’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 		$1.56M Sell
19,319
-1,989
-9% -$154K 0.24% 67
2026
Q1 		$1.53M Buy
21,308
+132
+0.6% +$9.81K 0.27% 67
2025
Q4 		$1.54M Buy
21,176
+16
+0.1% +$1.16K 0.27% 67
2025
Q3 		$1.55M Sell
21,160
-264
-1% -$19K 0.28% 70
2025
Q2 		$1.5M Buy
21,424
+18,192
+563% +$1.19M 0.29% 71
2025
Q1 		$209K Sell
3,232
-16
-0.5% -$1.07K 0.05% 160
2024
Q4 		$215K Sell
3,248
-36
-1% -$2.44K 0.05% 161
2024
Q3 		$217K Buy
+3,284
New +$206K 0.04% 161

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

Essex LLC's VO Position: Q2 2026 in Review

Essex LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.3% in Q2 2026, selling an estimated $154K and leaving 19,319 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #67.

Essex LLC first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Essex LLC held 19,319 shares of Vanguard Morningstar Mid-Cap ETF worth $1.56M as of Q2 2026.
  • Essex LLC sold 1,989 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $154K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.24% of Essex LLC's portfolio in Q2 2026, its #67 holding.
  • Essex LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.