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Greenhouse Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Greenhouse Wealth Management’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 		$1.1M Sell
13,692
-336
-2% -$26K 0.78% 20
2026
Q1 		$1.01M Sell
14,028
-28
-0.2% -$2.08K 0.62% 21
2025
Q4 		$1.02M Buy
14,056
+128
+0.9% +$9.31K 0.6% 23
2025
Q3 		$1.02M Sell
13,928
-752
-5% -$54K 0.61% 22
2025
Q2 		$1.03M Sell
14,680
-1,088
-7% -$71.4K 0.66% 20
2025
Q1 		$1.02M Sell
15,768
-500
-3% -$33.6K 0.76% 19
2024
Q4 		$1.07M Buy
16,268
+228
+1% +$15.5K 0.71% 19
2024
Q3 		$1.06M Buy
16,040
+188
+1% +$11.8K 0.71% 18
2024
Q2 		$959K Sell
15,852
-284
-2% -$17.3K 0.7% 19
2024
Q1 		$1.01M Sell
16,136
-400
-2% -$23.6K 0.76% 18
2023
Q4 		$962K Sell
16,536
-88
-0.5% -$4.7K 0.78% 18
2023
Q3 		$865K Buy
16,624
+924
+6% +$50.7K 0.78% 18
2023
Q2 		$864K Sell
15,700
-32
-0.2% -$1.68K 0.76% 18
2023
Q1 		$829K Sell
15,732
-116
-0.7% -$6.17K 0.78% 18
2022
Q4 		$807K Sell
15,848
-1,452
-8% -$74K 0.81% 19
2022
Q3 		$813K Buy
17,300
+812
+5% +$42.4K 0.9% 16
2022
Q2 		$812K Buy
16,488
+316
+2% +$17.1K 0.87% 17
2022
Q1 		$962K Sell
16,172
-4
-0% -$235 0.9% 16
2021
Q4 		$1.03M Sell
16,176
-352
-2% -$22.1K 0.92% 16
2021
Q3 		$978K Buy
16,528
+28
+0.2% +$1.69K 0.93% 17
2021
Q2 		$979K Sell
16,500
-1,460
-8% -$84.6K 0.91% 17
2021
Q1 		$994K Sell
17,960
-8,532
-32% -$463K 0.99% 16
2020
Q4 		$1.37M Buy
+26,492
New +$1.28M 1.35% 14

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

Greenhouse Wealth Management's VO Position: Q2 2026 in Review

Greenhouse Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, selling an estimated $26K and leaving 13,692 shares worth $1.1M. The position accounts for 0.78% of the portfolio, ranked #20.

Greenhouse Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2020. 2,487 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Greenhouse Wealth Management held 13,692 shares of Vanguard Morningstar Mid-Cap ETF worth $1.1M as of Q2 2026.
  • Greenhouse Wealth Management sold 336 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.78% of Greenhouse Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Greenhouse Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Greenhouse Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.37M in Q4 2020.
  • 2,487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.