GT
VO icon

Greenleaf Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Greenleaf Trust’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
Q1 		$318K Buy
4,432
+896
+25% +$66.6K ﹤0.01% 632
2025
Q4 		$257K Buy
3,536
+292
+9% +$21.2K ﹤0.01% 706
2025
Q3 		$238K Hold
3,244
– – ﹤0.01% 728
2025
Q2 		$227K Buy
+3,244
New +$213K ﹤0.01% 728
2025
Q1 		– Sell
-4,628
Closed -$306K – 837
2024
Q4 		$306K Sell
4,628
-112
-2% -$7.6K ﹤0.01% 647
2024
Q3 		$313K Buy
4,740
+1,296
+38% +$81.4K ﹤0.01% 650
2024
Q2 		$208K Sell
3,444
-2,372
-41% -$144K ﹤0.01% 749
2024
Q1 		$363K Sell
5,816
-196
-3% -$11.6K ﹤0.01% 551
2023
Q4 		$350K Sell
6,012
-4,276
-42% -$228K ﹤0.01% 557
2023
Q3 		$536K Buy
10,288
+6,112
+146% +$335K 0.01% 418
2023
Q2 		$230K Sell
4,176
-92
-2% -$4.82K ﹤0.01% 683
2023
Q1 		$225K Buy
+4,268
New +$227K ﹤0.01% 695

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Greenleaf Trust's VO Position: Q1 2026 in Review

Greenleaf Trust increased its Vanguard Mid-Cap ETF (VO) stake by 25% in Q1 2026, buying an estimated $66.6K and bringing the position to 4,432 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Greenleaf Trust first reported a position in VO in Q1 2023 and has held it in 12 quarters since. The position peaked at $536K in Q3 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Greenleaf Trust held 4,432 shares of Vanguard Mid-Cap ETF worth $318K as of Q1 2026.
  • Greenleaf Trust bought 896 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $66.6K.
  • Vanguard Mid-Cap ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #632 holding.
  • Greenleaf Trust first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
  • Greenleaf Trust's Vanguard Mid-Cap ETF position peaked at $536K in Q3 2023.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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