Greenleaf Trust
VOO icon

Greenleaf Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

Greenleaf Trust’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57.3M Buy
81,783
+3,605
+5% +$2.52M 0.59% 22
2026
Q2 		$53.7M Buy
78,178
+136
+0.2% +$90.7K 0.52% 23
2026
Q1 		$46.6M Sell
78,042
-312
-0.4% -$195K 0.46% 22
2025
Q4 		$49.1M Sell
78,354
-271
-0.3% -$168K 0.45% 21
2025
Q3 		$48.1M Sell
78,625
-1,392
-2% -$821K 0.44% 17
2025
Q2 		$45.5M Buy
80,017
+6,761
+9% +$3.55M 0.4% 18
2025
Q1 		$37.6M Buy
73,256
+1,832
+3% +$990K 0.34% 20
2024
Q4 		$38.5M Buy
71,424
+104
+0.1% +$56.3K 0.35% 18
2024
Q3 		$37.6M Buy
71,320
+472
+0.7% +$240K 0.33% 21
2024
Q2 		$35.4M Sell
70,848
-1,033
-1% -$497K 0.34% 19
2024
Q1 		$34.6M Sell
71,881
-3,510
-5% -$1.61M 0.32% 20
2023
Q4 		$32.9M Buy
75,391
+11
+0% +$4.5K 0.35% 21
2023
Q3 		$29.6M Buy
75,380
+1,514
+2% +$619K 0.34% 20
2023
Q2 		$30.1M Sell
73,866
-285
-0.4% -$110K 0.32% 20
2023
Q1 		$27.9M Buy
74,151
+41,974
+130% +$15.4M 0.32% 20
2022
Q4 		$11.3M Buy
32,177
+16,161
+101% +$5.71M 0.14% 52
2022
Q3 		$5.26M Buy
16,016
+4,367
+37% +$1.6M 0.08% 77
2022
Q2 		$4.04M Buy
11,649
+4,821
+71% +$1.82M 0.06% 81
2022
Q1 		$2.84M Buy
6,828
+995
+17% +$407K 0.03% 105
2021
Q4 		$2.55M Buy
5,833
+300
+5% +$127K 0.03% 112
2021
Q3 		$2.18M Buy
5,533
+468
+9% +$190K 0.03% 112
2021
Q2 		$1.99M Buy
5,065
+90
+2% +$34.5K 0.02% 126
2021
Q1 		$1.81M Buy
4,975
+870
+21% +$309K 0.02% 129
2020
Q4 		$1.41M Hold
4,105
– – 0.02% 136
2020
Q3 		$1.26M Hold
4,105
– – 0.02% 133
2020
Q2 		$1.16M Buy
+4,105
New +$1.1M 0.02% 135

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Greenleaf Trust's VOO Position: Q3 2026 in Review

Greenleaf Trust increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q3 2026, buying an estimated $2.52M and bringing the position to 81,783 shares worth $57.3M. The position accounts for 0.59% of the portfolio, ranked #22.

Greenleaf Trust first reported a position in VOO in Q2 2020 and has held it in 26 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Greenleaf Trust held 81,783 shares of Vanguard S&P 500 ETF worth $57.3M as of Q3 2026.
  • Greenleaf Trust bought 3,605 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.52M.
  • Vanguard S&P 500 ETF made up 0.59% of Greenleaf Trust's portfolio in Q3 2026, its #22 holding.
  • Greenleaf Trust first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 26 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.