Greenline Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Greenline Partners’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	$886K	Hold	11,000	–	–	0.09%	109
2026 Q1	$790K	Hold	11,000	–	–	0.08%	106
2025 Q4	$798K	Hold	11,000	–	–	0.09%	109
2025 Q3	$808K	Hold	11,000	–	–	0.1%	103
2025 Q2	$770K	Buy	11,000 +8,320	+310%	+$546K	0.1%	104
2025 Q1	$711K	Sell	2,680 -26,168	-91%	-$1.76M	0.1%	102
2024 Q4	$1.9M	Sell	28,848 -48	-0.2%	-$3.26K	0.27%	71
2024 Q3	$1.91M	Buy	28,896 +232	+0.8%	+$14.6K	0.27%	72
2024 Q2	$1.72M	Buy	28,664 +8,496	+42%	+$516K	0.26%	75
2024 Q1	$1.26M	Hold	20,168	–	–	0.2%	71
2023 Q4	$1.17M	Hold	20,168	–	–	0.2%	70
2023 Q3	$1.05M	Hold	20,168	–	–	0.2%	69
2023 Q2	$1.11M	Hold	20,168	–	–	0.21%	67
2023 Q1	$1.06M	Buy	20,168 +9,168	+83%	+$488K	0.2%	75
2022 Q4	$560K	Hold	11,000	–	–	0.11%	97
2022 Q3	$517K	Hold	11,000	–	–	0.12%	92
2022 Q2	$542K	Hold	11,000	–	–	0.12%	89
2022 Q1	$654K	Buy	+11,000	New	+$645K	0.12%	86

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

Greenline Partners's VO Position: Q2 2026 in Review

Greenline Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 11,000 shares worth $886K. The position accounts for 0.09% of the portfolio, ranked #109.

Greenline Partners first reported a position in VO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.91M in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Greenline Partners held 11,000 shares of Vanguard Morningstar Mid-Cap ETF worth $886K as of Q2 2026.
Greenline Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Greenline Partners's portfolio in Q2 2026, its #109 holding.
Greenline Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Greenline Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.91M in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.