Clear Creek Financial Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clear Creek Financial 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 Q2	$5.78M	Buy	71,734 +40,274	+128%	+$3.12M	0.37%	64
2026 Q1	$2.26M	Sell	31,460 -30,000	-49%	-$2.23M	0.17%	134
2025 Q4	$4.46M	Buy	61,460 +21,052	+52%	+$1.53M	0.36%	58
2025 Q3	$2.97M	Buy	40,408 +6,884	+21%	+$494K	0.26%	95
2025 Q2	$2.35M	Sell	33,524 -4,868	-13%	-$320K	0.22%	104
2025 Q1	$2.48M	Buy	38,392 +19,788	+106%	+$1.33M	0.26%	85
2024 Q4	$1.23M	Buy	18,604 +1,168	+7%	+$79.3K	0.13%	152
2024 Q3	$1.15M	Buy	17,436 +1,172	+7%	+$73.6K	0.13%	158
2024 Q2	$984K	Sell	16,264 -704	-4%	-$42.8K	0.12%	157
2024 Q1	$1.06M	Buy	16,968 +344	+2%	+$20.3K	0.14%	140
2023 Q4	$967K	Buy	16,624 +9,516	+134%	+$508K	0.15%	115
2023 Q3	$370K	Buy	7,108 +60	+0.9%	+$3.29K	0.06%	209
2023 Q2	$388K	Sell	7,048 -208	-3%	-$10.9K	0.07%	210
2023 Q1	$383K	Buy	7,256 +348	+5%	+$18.5K	0.07%	194
2022 Q4	$352K	Sell	6,908 -700	-9%	-$35.7K	0.08%	189
2022 Q3	$358K	Sell	7,608 -2,532	-25%	-$132K	0.08%	174
2022 Q2	$499K	Sell	10,140 -1,472	-13%	-$79.5K	0.1%	154
2022 Q1	$690K	Sell	11,612 -1,672	-13%	-$98.1K	0.11%	155
2021 Q4	$846K	Buy	13,284 +256	+2%	+$16K	0.13%	138
2021 Q3	$771K	Buy	13,028 +412	+3%	+$24.9K	0.12%	154
2021 Q2	$749K	Buy	+12,616	New	+$731K	0.12%	154
2021 Q1	–	Sell	-11,216	Closed	-$579K	–	255
2020 Q4	$579K	Sell	11,216 -233,216	-95%	-$11.3M	0.11%	170
2020 Q3	$10.8M	Buy	244,432 +229,960	+1,589%	+$10M	0.49%	41
2020 Q2	$593K	Buy	14,472 +8,256	+133%	+$316K	0.15%	103
2020 Q1	$225K	Buy	+6,216	New	+$257K	0.09%	141

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 22.9% 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

Clear Creek Financial Management's VO Position: Q2 2026 in Review

Clear Creek Financial Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 128% in Q2 2026, buying an estimated $3.12M and bringing the position to 71,734 shares worth $5.78M. The position accounts for 0.37% of the portfolio, ranked #64.

Clear Creek Financial Management first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.8M in Q3 2020. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Clear Creek Financial Management held 71,734 shares of Vanguard Morningstar Mid-Cap ETF worth $5.78M as of Q2 2026.
Clear Creek Financial Management bought 40,274 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.12M.
Vanguard Morningstar Mid-Cap ETF made up 0.37% of Clear Creek Financial Management's portfolio in Q2 2026, its #64 holding.
Clear Creek Financial Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
Clear Creek Financial Management's Vanguard Morningstar Mid-Cap ETF position peaked at $10.8M in Q3 2020.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.