Greenleaf Trust’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Greenleaf Trust’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,769	Closed	-$314K	–	858
2025 Q4	$314K	Buy	+1,769	New	+$310K	﹤0.01%	642
2022 Q3	–	Sell	-1,755	Closed	-$227K	–	746
2022 Q2	$227K	Hold	1,755	–	–	﹤0.01%	642
2022 Q1	$263K	Sell	1,755 -99	-5%	-$14.6K	﹤0.01%	637
2021 Q4	$279K	Sell	1,854 -190	-9%	-$27.9K	﹤0.01%	623
2021 Q3	$285K	Buy	+2,044	New	+$290K	﹤0.01%	596

Other funds holding VOE

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Greenleaf Trust's VOE Position: Q1 2026 in Review

Greenleaf Trust sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 1,769 shares — an estimated $314K sold.

Greenleaf Trust first reported a position in VOE in Q3 2021 and held it in 5 quarters. The position peaked at $314K in Q4 2025. 1,228 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Greenleaf Trust reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Greenleaf Trust sold 1,769 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $314K.
Greenleaf Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and held it in 5 quarters.
Greenleaf Trust's Vanguard Morningstar Mid-Cap Value ETF position peaked at $314K in Q4 2025.
1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

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