Greenfield Savings Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Greenfield Savings Bank’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 Q3	$279K	Hold	3,564	–	–	0.11%	131
2026 Q2	$287K	Hold	3,564	–	–	0.11%	130
2026 Q1	$256K	Hold	3,564	–	–	0.11%	131
2025 Q4	$259K	Hold	3,564	–	–	0.11%	132
2025 Q3	$262K	Sell	3,564 -140	-4%	-$10.1K	0.11%	137
2025 Q2	$259K	Hold	3,704	–	–	0.12%	136
2025 Q1	$239K	Hold	3,704	–	–	0.12%	135
2024 Q4	$245K	Hold	3,704	–	–	0.12%	136
2024 Q3	$244K	Sell	3,704 -392	-10%	-$24.6K	0.12%	134
2024 Q2	$248K	Hold	4,096	–	–	0.13%	129
2024 Q1	$256K	Hold	4,096	–	–	0.13%	130
2023 Q4	$238K	Hold	4,096	–	–	0.14%	128
2023 Q3	$213K	Hold	4,096	–	–	0.13%	138
2023 Q2	$225K	Hold	4,096	–	–	0.15%	125
2023 Q1	$216K	Hold	4,096	–	–	0.14%	131
2022 Q4	$209K	Buy	+4,096	New	+$209K	0.14%	129
2022 Q3	–	Sell	-4,096	Closed	-$202K	–	142
2022 Q2	$202K	Buy	+4,096	New	+$221K	0.14%	137

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Greenfield Savings Bank's VO Position: Q3 2026 in Review

Greenfield Savings Bank held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,564 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #131.

Greenfield Savings Bank first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $287K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Greenfield Savings Bank held 3,564 shares of Vanguard Morningstar Mid-Cap ETF worth $279K as of Q3 2026.
Greenfield Savings Bank left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Greenfield Savings Bank's portfolio in Q3 2026, its #131 holding.
Greenfield Savings Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Greenfield Savings Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $287K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.