Creative Financial Designs’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 | $1.31M | Buy |
6,627
+4,800
| +263% | +$929K | 0.06% | 251 |
|
|
2026
Q1 | $337K | Buy |
1,827
+490
| +37% | +$91.5K | 0.02% | 415 |
|
|
2025
Q4 | $237K | Buy |
1,337
+7
| +0.5% | +$1.23K | 0.01% | 441 |
|
|
2025
Q3 | $232K | Buy |
1,330
+4
| +0.3% | +$681 | 0.02% | 450 |
|
|
2025
Q2 | $218K | Sell |
1,326
-46
| -3% | -$7.28K | 0.02% | 459 |
|
|
2025
Q1 | $220K | Sell |
1,372
-296
| -18% | -$48.4K | 0.02% | 417 |
|
|
2024
Q4 | $270K | Buy |
1,668
+114
| +7% | +$19.2K | 0.02% | 381 |
|
|
2024
Q3 | $261K | Sell |
1,554
-6
| -0.4% | -$954 | 0.02% | 393 |
|
|
2024
Q2 | $235K | Hold |
1,560
| – | – | 0.02% | 404 |
|
|
2024
Q1 | $243K | Buy |
1,560
+5
| +0.3% | +$734 | 0.02% | 379 |
|
|
2023
Q4 | $225K | Buy |
1,555
+8
| +0.5% | +$1.07K | 0.02% | 365 |
|
|
2023
Q3 | $203K | Sell |
1,547
-157
| -9% | -$21.7K | 0.02% | 330 |
|
|
2023
Q2 | $236K | Buy |
1,704
+594
| +54% | +$79.2K | 0.03% | 316 |
|
|
2023
Q1 | $149K | Sell |
1,110
-243
| -18% | -$33.7K | 0.02% | 382 |
|
|
2022
Q4 | $183K | Buy |
1,353
+237
| +21% | +$31.8K | 0.03% | 322 |
|
|
2022
Q3 | $136K | Sell |
1,116
-17
| -2% | -$2.3K | 0.02% | 366 |
|
|
2022
Q2 | $147K | Buy |
1,133
+16
| +1% | +$2.26K | 0.02% | 351 |
|
|
2022
Q1 | $167K | Buy |
1,117
+1,034
| +1,246% | +$152K | 0.03% | 343 |
|
|
2021
Q4 | $12K | Sell |
83
-6
| -7% | -$881 | ﹤0.01% | 868 |
|
|
2021
Q3 | $12K | Sell |
89
-7
| -7% | -$994 | ﹤0.01% | 980 |
|
|
2021
Q2 | $13K | Sell |
96
-1,277
| -93% | -$180K | ﹤0.01% | 971 |
|
|
2021
Q1 | $185K | Buy |
1,373
+80
| +6% | +$10.2K | 0.04% | 285 |
|
|
2020
Q4 | $154K | Buy |
1,293
+374
| +41% | +$41.9K | 0.03% | 297 |
|
|
2020
Q3 | $93K | Buy |
919
+265
| +41% | +$26.8K | 0.02% | 352 |
|
|
2020
Q2 | $63K | Buy |
654
+423
| +183% | +$38.8K | 0.02% | 387 |
|
|
2020
Q1 | $19K | Sell |
231
-93
| -29% | -$10K | 0.01% | 303 |
|
|
2019
Q4 | $39K | Sell |
324
-243
| -43% | -$28K | 0.02% | 265 |
|
|
2019
Q3 | $62K | Buy |
567
+14
| +3% | +$1.55K | 0.03% | 217 |
|
|
2019
Q2 | $62K | Buy |
553
+32
| +6% | +$3.5K | 0.03% | 218 |
|
|
2019
Q1 | $56K | Buy |
521
+263
| +102% | +$27.6K | 0.03% | 212 |
|
|
2018
Q4 | $25K | Buy |
258
+4
| +2% | +$420 | 0.02% | 252 |
|
|
2018
Q3 | $29K | Buy |
254
+244
| +2,440% | +$27.7K | 0.02% | 290 |
|
|
2018
Q2 | $1K | Sell |
10
-5
| -33% | -$554 | ﹤0.01% | 731 |
|
|
2018
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 626 |
|
|
2017
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 623 |
|
|
2017
Q3 | $2K | Buy |
+15
| New | +$1.56K | ﹤0.01% | 653 |
|
Other funds holding VOE
EWA
Creative Financial Designs's VOE Position: Q2 2026 in Review
Creative Financial Designs increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 263% in Q2 2026, buying an estimated $929K and bringing the position to 6,627 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #251.
Creative Financial Designs first reported a position in VOE in Q3 2017 and has held it in 36 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Creative Financial Designs held 6,627 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.31M as of Q2 2026.
- Creative Financial Designs bought 4,800 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $929K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Creative Financial Designs's portfolio in Q2 2026, its #251 holding.
- Creative Financial Designs first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2017 and has held it in 36 quarters since.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.