Greenwich Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Greenwich Wealth Management’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	$4.05M	Sell	56,456 -108	-0.2%	-$8.02K	0.17%	72
2025 Q4	$4.1M	Sell	56,564 -36	-0.1%	-$2.62K	0.18%	73
2025 Q3	$4.16M	Buy	56,600 +1,000	+2%	+$71.8K	0.21%	63
2025 Q2	$3.89M	Buy	55,600 +540	+1%	+$35.4K	0.19%	53
2025 Q1	$3.56M	Sell	55,060 -12	-0%	-$805	0.27%	47
2024 Q4	$3.64M	Buy	55,072 +480	+0.9%	+$32.6K	0.26%	49
2024 Q3	$3.6M	Buy	54,592 +1,740	+3%	+$109K	0.25%	47
2024 Q2	$3.2M	Buy	52,852 +400	+0.8%	+$24.3K	0.23%	52
2024 Q1	$3.28M	Buy	52,452 +592	+1%	+$35K	0.26%	49
2023 Q4	$3.02M	Buy	51,860 +492	+1%	+$26.3K	0.3%	49
2023 Q3	$2.67M	Sell	51,368 -52	-0.1%	-$2.85K	0.28%	49
2023 Q2	$2.83M	Buy	51,420 +1,760	+4%	+$92.3K	0.3%	53
2023 Q1	$2.62M	Buy	49,660 +140	+0.3%	+$7.45K	0.29%	56
2022 Q4	$2.52M	Sell	49,520 -1,200	-2%	-$61.1K	0.28%	54
2022 Q3	$2.38M	Sell	50,720 -9,792	-16%	-$512K	0.25%	58
2022 Q2	$2.98M	Buy	60,512 +1,000	+2%	+$54K	0.39%	47
2022 Q1	$3.54M	Sell	59,512 -28	-0%	-$1.64K	0.36%	41
2021 Q4	$3.79M	Buy	59,540 +300	+0.5%	+$18.8K	0.31%	40
2021 Q3	$3.51M	Buy	59,240 +1,260	+2%	+$76.1K	0.29%	44
2021 Q2	$3.44M	Buy	57,980 +8,812	+18%	+$511K	0.29%	45
2021 Q1	$2.72M	Sell	49,168 -60	-0.1%	-$3.26K	0.22%	52
2020 Q4	$2.54M	Sell	49,228 -800	-2%	-$38.7K	0.22%	52
2020 Q3	$2.21M	Buy	50,028 +22,648	+83%	+$987K	0.39%	48
2020 Q2	$1.12M	Buy	27,380 +20,808	+317%	+$797K	0.21%	82
2020 Q1	$216K	Sell	6,572 -2,340	-26%	-$96.9K	0.05%	157
2019 Q4	$397K	Buy	8,912 +24	+0.3%	+$1.03K	0.08%	138
2019 Q3	$372K	Buy	8,888 +200	+2%	+$8.36K	0.07%	139
2019 Q2	$363K	Buy	8,688 +56	+0.6%	+$2.29K	0.06%	143
2019 Q1	$347K	Hold	8,632	–	–	0.06%	132
2018 Q4	$298K	Sell	8,632 -40	-0.5%	-$1.5K	0.06%	144
2018 Q3	$356K	Buy	8,672 +240	+3%	+$9.79K	0.06%	141
2018 Q2	$332K	Buy	8,432 +1,196	+17%	+$46.9K	0.06%	140
2018 Q1	$279K	Buy	7,236 +260	+4%	+$10.2K	0.04%	146
2017 Q4	$270K	Sell	6,976 -300	-4%	-$11.3K	0.05%	153
2017 Q3	$267K	Buy	+7,276	New	+$262K	0.05%	150
2017 Q1	–	Sell	-6,740	Closed	-$222K	–	211
2016 Q4	$222K	Hold	6,740	–	–	0.03%	177
2016 Q3	$218K	Hold	6,740	–	–	0.04%	182
2016 Q2	$208K	Buy	+6,740	New	+$206K	0.05%	178

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

Greenwich Wealth Management's VO Position: Q1 2026 in Review

Greenwich Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.19% in Q1 2026, selling an estimated $8.02K and leaving 56,456 shares worth $4.05M. The position accounts for 0.17% of the portfolio, ranked #72.

Greenwich Wealth Management first reported a position in VO in Q2 2016 and has held it in 38 quarters since. The position peaked at $4.16M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Greenwich Wealth Management held 56,456 shares of Vanguard Mid-Cap ETF worth $4.05M as of Q1 2026.
Greenwich Wealth Management sold 108 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $8.02K.
Vanguard Mid-Cap ETF made up 0.17% of Greenwich Wealth Management's portfolio in Q1 2026, its #72 holding.
Greenwich Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 38 quarters since.
Greenwich Wealth Management's Vanguard Mid-Cap ETF position peaked at $4.16M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.