Greenline Partners’s Vanguard 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 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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return