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

Creative Capital Management Investments’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9K	Buy	+55	New	+$10.6K	﹤0.01%	277
2026 Q1	–	Sell	-7	Closed	-$1.24K	–	346
2025 Q4	$1.24K	Buy	+7	New	+$1.23K	﹤0.01%	284

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

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

Creative Capital Management Investments opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 55 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in VOE as recently as Q4 2025.

Creative Capital Management Investments first reported a position in VOE in Q4 2025 and has held it in 2 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Creative Capital Management Investments held 55 shares of Vanguard Morningstar Mid-Cap Value ETF worth $10.9K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Creative Capital Management Investments position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #277 holding.
Creative Capital Management Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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