Greenspring Advisors’s Vanguard Morningstar 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 Q2	$646K	Buy	8,022 +2,962	+59%	+$230K	0.04%	178
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

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

Greenspring Advisors's VO Position: Q2 2026 in Review

Greenspring Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 59% in Q2 2026, buying an estimated $230K and bringing the position to 8,022 shares worth $646K. The position accounts for 0.04% of the portfolio, ranked #178.

Greenspring Advisors first reported a position in VO in Q4 2021 and has held it in 16 quarters since. The position peaked at $763K in Q4 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Greenspring Advisors held 8,022 shares of Vanguard Morningstar Mid-Cap ETF worth $646K as of Q2 2026.
Greenspring Advisors bought 2,962 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $230K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Greenspring Advisors's portfolio in Q2 2026, its #178 holding.
Greenspring Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Greenspring Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $763K in Q4 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.