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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.74M Buy
8,824
+156
+2% +$30.2K 0.11% 185
2026
Q1
$1.6M Buy
8,668
+127
+1% +$23.7K 0.12% 182
2025
Q4
$1.51M Buy
8,541
+180
+2% +$31.5K 0.12% 168
2025
Q3
$1.46M Sell
8,361
-110
-1% -$18.7K 0.13% 169
2025
Q2
$1.39M Sell
8,471
-992
-10% -$157K 0.13% 174
2025
Q1
$1.52M Buy
9,463
+1,549
+20% +$253K 0.16% 135
2024
Q4
$1.28M Buy
7,914
+642
+9% +$108K 0.14% 145
2024
Q3
$1.22M Sell
7,272
-467
-6% -$74.2K 0.14% 150
2024
Q2
$1.16M Buy
7,739
+197
+3% +$29.9K 0.14% 137
2024
Q1
$1.17M Buy
7,542
+247
+3% +$36.3K 0.15% 126
2023
Q4
$1.06M Buy
+7,295
New +$980K 0.17% 107
2022
Q4
Sell
-2,695
Closed -$328K 311
2022
Q3
$328K Sell
2,695
-221
-8% -$29.9K 0.07% 181
2022
Q2
$378K Buy
+2,916
New +$413K 0.08% 183
2020
Q4
Sell
-248,224
Closed -$25.2M 336
2020
Q3
$25.2M Buy
+248,224
New +$25.1M 1.14% 22

Other funds holding VOE

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

Clear Creek Financial Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.8% in Q2 2026, buying an estimated $30.2K and bringing the position to 8,824 shares worth $1.74M. The position accounts for 0.11% of the portfolio, ranked #185.

Clear Creek Financial Management first reported a position in VOE in Q3 2020 and has held it in 14 quarters since. The position peaked at $25.2M in Q3 2020. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Clear Creek Financial Management held 8,824 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.74M as of Q2 2026.
  • Clear Creek Financial Management bought 156 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $30.2K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Clear Creek Financial Management's portfolio in Q2 2026, its #185 holding.
  • Clear Creek Financial Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2020 and has held it in 14 quarters since.
  • Clear Creek Financial Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $25.2M in Q3 2020.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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