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Greenleaf Trust’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Greenleaf Trust’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Sell
9,936
-729
-7% -$85.5K 0.01% 304
2025
Q4 		$1.18M Sell
10,665
-226
-2% -$25.1K 0.01% 290
2025
Q3 		$1.2M Sell
10,891
-311
-3% -$33.2K 0.01% 286
2025
Q2 		$1.13M Sell
11,202
-321
-3% -$30.7K 0.01% 294
2025
Q1 		$1.11M Buy
11,523
+1,619
+16% +$168K 0.01% 296
2024
Q4 		$1.05M Sell
9,904
-2,218
-18% -$245K 0.01% 312
2024
Q3 		$1.31M Sell
12,122
-262
-2% -$27.3K 0.01% 282
2024
Q2 		$1.22M Buy
12,384
+362
+3% +$35.6K 0.01% 263
2024
Q1 		$1.22M Buy
12,022
+25
+0.2% +$2.43K 0.01% 265
2023
Q4 		$1.19M Buy
11,997
+3,143
+35% +$280K 0.01% 261
2023
Q3 		$774K Hold
8,854
– – 0.01% 317
2023
Q2 		$814K Sell
8,854
-36
-0.4% -$3.15K 0.01% 325
2023
Q1 		$789K Sell
8,890
-84
-0.9% -$7.69K 0.01% 327
2022
Q4 		$778K Buy
+8,974
New +$796K 0.01% 326
2022
Q3 		– Sell
-3,676
Closed -$313K – 745
2022
Q2 		$313K Buy
+3,676
New +$336K ﹤0.01% 537

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenleaf Trust's VIOO Position: Q1 2026 in Review

Greenleaf Trust reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 6.8% in Q1 2026, selling an estimated $85.5K and leaving 9,936 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #304.

Greenleaf Trust first reported a position in VIOO in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q3 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Greenleaf Trust held 9,936 shares of Vanguard S&P Small-Cap 600 ETF worth $1.14M as of Q1 2026.
  • Greenleaf Trust sold 729 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $85.5K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #304 holding.
  • Greenleaf Trust first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and has held it in 15 quarters since.
  • Greenleaf Trust's Vanguard S&P Small-Cap 600 ETF position peaked at $1.31M in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.