Greenleaf Trust’s Vanguard Morningstar 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 Q2	$358K	Buy	4,442 +10	+0.2%	+$775	﹤0.01%	613
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Greenleaf Trust's VO Position: Q2 2026 in Review

Greenleaf Trust increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.23% in Q2 2026, buying an estimated $775 and bringing the position to 4,442 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Greenleaf Trust first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $536K in Q3 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Greenleaf Trust held 4,442 shares of Vanguard Morningstar Mid-Cap ETF worth $358K as of Q2 2026.
Greenleaf Trust bought 10 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $775.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #613 holding.
Greenleaf Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Greenleaf Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $536K in Q3 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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