Greenbush Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Greenbush Financial 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	$6.04M	Sell	74,958 -72,166	-49%	-$5.59M	1.78%	17
2026 Q1	$10.6M	Buy	147,124 +7,344	+5%	+$546K	3.5%	13
2025 Q4	$10.1M	Buy	139,780 +16,340	+13%	+$1.19M	3.45%	14
2025 Q3	$9.06M	Buy	123,440 +5,796	+5%	+$416K	3.48%	12
2025 Q2	$8.23M	Sell	117,644 -8,640	-7%	-$567K	3.59%	12
2025 Q1	$8.16M	Buy	126,284 +9,648	+8%	+$647K	4.06%	10
2024 Q4	$7.71M	Buy	+116,636	New	+$7.92M	4.06%	10

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Greenbush Financial Group's VO Position: Q2 2026 in Review

Greenbush Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 49% in Q2 2026, selling an estimated $5.59M and leaving 74,958 shares worth $6.04M. The position accounts for 1.78% of the portfolio, ranked #17.

Greenbush Financial Group first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q1 2026. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Greenbush Financial Group held 74,958 shares of Vanguard Morningstar Mid-Cap ETF worth $6.04M as of Q2 2026.
Greenbush Financial Group sold 72,166 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.59M.
Vanguard Morningstar Mid-Cap ETF made up 1.78% of Greenbush Financial Group's portfolio in Q2 2026, its #17 holding.
Greenbush Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Greenbush Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $10.6M in Q1 2026.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.