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

Clear Creek Financial Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-910	Closed	-$223K	–	583
2025 Q1	$223K	Buy	+910	New	+$237K	0.02%	469
2020 Q4	–	Sell	-6,408	Closed	-$1.15M	–	338
2020 Q3	$1.15M	Buy	+6,408	New	+$1.13M	0.05%	65

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clear Creek Financial Management's VOT Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 910 shares — an estimated $223K sold.

Clear Creek Financial Management first reported a position in VOT in Q3 2020 and held it in 2 quarters. The position peaked at $1.15M in Q3 2020. 1,014 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Clear Creek Financial Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 910 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $223K.
Clear Creek Financial Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 2 quarters.
Clear Creek Financial Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.15M in Q3 2020.
1,014 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.