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Creative Capital Management Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Creative Capital Management Investments’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 		$117K Buy
1,452
+1,316
+968% +$102K 0.03% 125
2026
Q1 		$9.76K Hold
136
– – ﹤0.01% 210
2025
Q4 		$9.87K Buy
+136
New +$9.89K ﹤0.01% 219

Other funds holding VO

Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Capital Management Investments's VO Position: Q2 2026 in Review

Creative Capital Management Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 968% in Q2 2026, buying an estimated $102K and bringing the position to 1,452 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #125.

Creative Capital Management Investments first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Creative Capital Management Investments held 1,452 shares of Vanguard Morningstar Mid-Cap ETF worth $117K as of Q2 2026.
  • Creative Capital Management Investments bought 1,316 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Creative Capital Management Investments's portfolio in Q2 2026, its #125 holding.
  • Creative Capital Management Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.