Creative Financial Designs’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.93M | Buy |
9,580
+176
| +2% | +$50.8K | 0.14% | 144 |
|
|
2026
Q1 | $2.42M | Buy |
9,404
+945
| +11% | +$259K | 0.15% | 128 |
|
|
2025
Q4 | $2.36M | Buy |
8,459
+837
| +11% | +$240K | 0.15% | 128 |
|
|
2025
Q3 | $2.24M | Buy |
7,622
+446
| +6% | +$129K | 0.15% | 131 |
|
|
2025
Q2 | $2.04M | Buy |
7,176
+916
| +15% | +$236K | 0.15% | 136 |
|
|
2025
Q1 | $1.53M | Buy |
6,260
+1,003
| +19% | +$261K | 0.12% | 139 |
|
|
2024
Q4 | $1.33M | Buy |
5,257
+237
| +5% | +$61K | 0.11% | 159 |
|
|
2024
Q3 | $1.22M | Buy |
5,020
+210
| +4% | +$48.9K | 0.1% | 168 |
|
|
2024
Q2 | $1.1M | Buy |
4,810
+96
| +2% | +$22K | 0.1% | 165 |
|
|
2024
Q1 | $1.11M | Buy |
4,714
+1,916
| +68% | +$429K | 0.11% | 158 |
|
|
2023
Q4 | $614K | Buy |
2,798
+1,084
| +63% | +$217K | 0.06% | 209 |
|
|
2023
Q3 | $334K | Buy |
1,714
+526
| +44% | +$107K | 0.04% | 269 |
|
|
2023
Q2 | $244K | Buy |
1,188
+2
| +0.2% | +$388 | 0.03% | 310 |
|
|
2023
Q1 | $231K | Sell |
1,186
-564
| -32% | -$108K | 0.03% | 309 |
|
|
2022
Q4 | $315K | Buy |
1,750
+627
| +56% | +$114K | 0.05% | 257 |
|
|
2022
Q3 | $192K | Sell |
1,123
-22,562
| -95% | -$4.27M | 0.03% | 297 |
|
|
2022
Q2 | $4.15M | Buy |
23,685
+3,769
| +19% | +$730K | 0.68% | 35 |
|
|
2022
Q1 | $4.44M | Buy |
19,916
+19,261
| +2,941% | +$4.25M | 0.68% | 36 |
|
|
2021
Q4 | $167K | Buy |
655
+608
| +1,294% | +$153K | 0.03% | 341 |
|
|
2021
Q3 | $11K | Buy |
47
+34
| +262% | +$8.23K | ﹤0.01% | 1002 |
|
|
2021
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 1285 |
|
|
2021
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 1095 |
|
|
2020
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 1115 |
|
|
2020
Q2 | $2K | Buy |
13
+1
| +8% | +$151 | ﹤0.01% | 1055 |
|
|
2020
Q1 | $1K | Sell |
12
-220
| -95% | -$33.4K | ﹤0.01% | 461 |
|
|
2019
Q4 | $37K | Sell |
232
-113
| -33% | -$17.2K | 0.02% | 271 |
|
|
2019
Q3 | $50K | Buy |
345
+125
| +57% | +$18.7K | 0.03% | 234 |
|
|
2019
Q2 | $33K | Hold |
220
| – | – | 0.02% | 266 |
|
|
2019
Q1 | $31K | Buy |
220
+148
| +206% | +$19.9K | 0.02% | 258 |
|
|
2018
Q4 | $9K | Sell |
72
-51
| -41% | -$6.55K | 0.01% | 380 |
|
|
2018
Q3 | $18K | Hold |
123
| – | – | 0.01% | 354 |
|
|
2018
Q2 | $17K | Buy |
123
+1
| +0.8% | +$133 | 0.01% | 387 |
|
|
2018
Q1 | $16K | Hold |
122
| – | – | 0.01% | 361 |
|
|
2017
Q4 | $16K | Sell |
122
-285
| -70% | -$35.7K | 0.01% | 352 |
|
|
2017
Q3 | $50K | Buy |
407
+1
| +0.2% | +$119 | 0.03% | 243 |
|
|
2017
Q2 | $48K | Sell |
406
-203
| -33% | -$23.6K | 0.03% | 236 |
|
|
2017
Q1 | $69K | Buy |
609
+2
| +0.3% | +$222 | 0.05% | 206 |
|
|
2016
Q4 | $64K | Buy |
+607
| New | +$63.7K | 0.05% | 205 |
|
Other funds holding VOT
EWA
TI
Creative Financial Designs's VOT Position: Q2 2026 in Review
Creative Financial Designs increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.9% in Q2 2026, buying an estimated $50.8K and bringing the position to 9,580 shares worth $2.93M. The position accounts for 0.14% of the portfolio, ranked #144.
Creative Financial Designs first reported a position in VOT in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.44M in Q1 2022. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Creative Financial Designs held 9,580 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.93M as of Q2 2026.
- Creative Financial Designs bought 176 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $50.8K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Creative Financial Designs's portfolio in Q2 2026, its #144 holding.
- Creative Financial Designs first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
- Creative Financial Designs's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.44M in Q1 2022.
- 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.