GREENLEAF TRUST VOO — Vanguard S&P 500 ETF

Ownership history in GREENLEAF TRUST  ·  25 quarters on record

AI Ownership Summary

GREENLEAF TRUST reported Vanguard S&P 500 ETF (VOO) in 25 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.52% in 2026 Q2. The latest visible filing shows VOO at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREENLEAF TRUST's position in Vanguard S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VOO was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GREENLEAF TRUST held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 78,178 +136 +0.2% 0.52% $53.7M 2026-07-21 $686.11
2026 Q1 REDUCED — — — 78,042 -312 -0.4% 0.46% $46.6M 2026-04-27 $653.91
2025 Q4 REDUCED — — — 78,354 -271 -0.3% 0.45% $49.1M 2026-01-21 $624.88
2025 Q3 REDUCED — — — 78,625 -1,392 -1.7% 0.44% $48.1M 2025-10-22 $606.98
2025 Q2 ADDED — — — 80,017 +6,761 +9.2% 0.40% $45.5M 2025-07-17 $568.98
2025 Q1 ADDED — — — 73,256 +1,832 +2.6% 0.34% $37.6M 2025-04-30 $500.95
2024 Q4 ADDED — — — 71,424 +104 +0.1% 0.35% $38.5M 2025-01-24 $547.47
2024 Q3 ADDED — — — 71,320 +472 +0.7% 0.33% $37.6M 2024-10-22 $523.42
2024 Q2 REDUCED — — — 70,848 -1,033 -1.4% 0.34% $35.4M 2024-07-22 $496.13
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GREENLEAF TRUST and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREENLEAF TRUST reported owning VOO?

GREENLEAF TRUST reported VOO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported VOO position in GREENLEAF TRUST's portfolio?

The largest reported portfolio weight for VOO was 0.52% in 2026 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q2, when GREENLEAF TRUST reported 78,178 shares, equal to 0.52% of portfolio, with an estimated market value of $53.7M.

What does the chart on this VOO ownership page compare?

The chart compares GREENLEAF TRUST's quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREENLEAF TRUST time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, GREENLEAF TRUST correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on VOO relative to SPY over the holding period was +43.8%.

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