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Greenleaf Trust’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Greenleaf Trust’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Sell
12,659
-475
-4% -$59K 0.02% 251
2026
Q1 		$1.5M Sell
13,134
-1,202
-8% -$141K 0.01% 254
2025
Q4 		$1.6M Sell
14,336
-371
-3% -$41.1K 0.01% 242
2025
Q3 		$1.62M Sell
14,707
-427
-3% -$46.5K 0.01% 240
2025
Q2 		$1.59M Buy
15,134
+1,050
+7% +$104K 0.01% 236
2025
Q1 		$1.39M Buy
14,084
+522
+4% +$54.9K 0.01% 255
2024
Q4 		$1.43M Sell
13,562
-405
-3% -$44K 0.01% 256
2024
Q3 		$1.48M Sell
13,967
-210
-1% -$21.4K 0.01% 250
2024
Q2 		$1.41M Buy
14,177
+121
+0.9% +$12.1K 0.01% 240
2024
Q1 		$1.45M Sell
14,056
-145
-1% -$13.9K 0.01% 233
2023
Q4 		$1.33M Buy
14,201
+3,710
+35% +$319K 0.01% 236
2023
Q3 		$887K Hold
10,491
– – 0.01% 296
2023
Q2 		$929K Sell
10,491
-139
-1% -$11.7K 0.01% 296
2023
Q1 		$900K Buy
10,630
+626
+6% +$53.9K 0.01% 305
2022
Q4 		$818K Buy
10,004
+6,778
+210% +$554K 0.01% 313
2022
Q3 		$240K Sell
3,226
-3,102
-49% -$254K ﹤0.01% 617
2022
Q2 		$485K Buy
+6,328
New +$529K 0.01% 399

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Greenleaf Trust's IVOO Position: Q2 2026 in Review

Greenleaf Trust reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.6% in Q2 2026, selling an estimated $59K and leaving 12,659 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #251.

Greenleaf Trust first reported a position in IVOO in Q2 2022 and has held it in 17 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Greenleaf Trust held 12,659 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.65M as of Q2 2026.
  • Greenleaf Trust sold 475 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $59K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #251 holding.
  • Greenleaf Trust first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2022 and has held it in 17 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.