Greenspring Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Greenspring Advisors’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	$363K	Sell	5,060 -5,460	-52%	-$406K	0.02%	209
2025 Q4	$763K	Buy	10,520 +7,028	+201%	+$511K	0.05%	140
2025 Q3	$256K	Buy	+3,492	New	+$251K	0.05%	97
2025 Q1	$226K	Hold	3,492	–	–	0.05%	90
2024 Q4	$231K	Hold	3,492	–	–	0.05%	82
2024 Q3	$230K	Hold	3,492	–	–	0.05%	84
2024 Q2	$211K	Hold	3,492	–	–	0.05%	75
2024 Q1	$218K	Hold	3,492	–	–	0.05%	71
2023 Q4	$203K	Buy	+3,492	New	+$187K	0.06%	76
2023 Q2	–	Sell	-4,392	Closed	-$232K	–	119
2023 Q1	$232K	Hold	4,392	–	–	0.05%	112
2022 Q4	$224K	Hold	4,392	–	–	0.06%	101
2022 Q3	$206K	Hold	4,392	–	–	0.06%	101
2022 Q2	$216K	Hold	4,392	–	–	0.06%	100
2022 Q1	$261K	Hold	4,392	–	–	0.07%	87
2021 Q4	$280K	Buy	+4,392	New	+$275K	0.07%	88

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Greenspring Advisors's VO Position: Q1 2026 in Review

Greenspring Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 52% in Q1 2026, selling an estimated $406K and leaving 5,060 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #209.

Greenspring Advisors first reported a position in VO in Q4 2021 and has held it in 15 quarters since. The position peaked at $763K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Greenspring Advisors held 5,060 shares of Vanguard Mid-Cap ETF worth $363K as of Q1 2026.
Greenspring Advisors sold 5,460 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $406K.
Vanguard Mid-Cap ETF made up 0.02% of Greenspring Advisors's portfolio in Q1 2026, its #209 holding.
Greenspring Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
Greenspring Advisors's Vanguard Mid-Cap ETF position peaked at $763K in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.