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CreativeOne Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

CreativeOne Wealth’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
Q1 		$4.53M Buy
63,140
+22,080
+54% +$1.64M 0.11% 183
2025
Q4 		$2.98M Buy
41,060
+3,432
+9% +$250K 0.07% 254
2025
Q3 		$2.76M Buy
37,628
+3,980
+12% +$286K 0.07% 267
2025
Q2 		$2.35M Buy
33,648
+2,228
+7% +$146K 0.06% 298
2025
Q1 		$2.03M Buy
31,420
+13,056
+71% +$876K 0.06% 303
2024
Q4 		$1.21M Buy
18,364
+1,292
+8% +$87.7K 0.04% 416
2024
Q3 		$1.13M Sell
17,072
-4,060
-19% -$255K 0.04% 400
2024
Q2 		$1.28M Sell
21,132
-1,388
-6% -$84.3K 0.06% 273
2024
Q1 		$1.41M Buy
22,520
+6,092
+37% +$360K 0.06% 299
2023
Q4 		$955K Buy
16,428
+7,984
+95% +$427K 0.06% 259
2023
Q3 		$440K Sell
8,444
-14,820
-64% -$813K 0.03% 357
2023
Q2 		$1.28M Sell
23,264
-2,708
-10% -$142K 0.06% 283
2023
Q1 		$1.37M Buy
25,972
+3,764
+17% +$200K 0.07% 255
2022
Q4 		$1.13M Sell
22,208
-308
-1% -$15.7K 0.06% 267
2022
Q3 		$1.06M Sell
22,516
-2,836
-11% -$148K 0.06% 249
2022
Q2 		$1.25M Buy
25,352
+2,736
+12% +$148K 0.07% 223
2022
Q1 		$1.34M Buy
22,616
+9,920
+78% +$582K 0.07% 224
2021
Q4 		$809K Buy
12,696
+568
+5% +$35.6K 0.04% 332
2021
Q3 		$718K Buy
12,128
+1,024
+9% +$61.9K 0.04% 312
2021
Q2 		$659K Buy
11,104
+160
+1% +$9.27K 0.04% 325
2021
Q1 		$606K Sell
10,944
-24,896
-69% -$1.35M 0.05% 300
2020
Q4 		$1.85M Buy
+35,840
New +$1.74M 0.15% 108
2018
Q2 		– Sell
-8,048
Closed -$310K – 65
2018
Q1 		$310K Buy
+8,048
New +$317K 0.15% 43

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CreativeOne Wealth's VO Position: Q1 2026 in Review

CreativeOne Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 54% in Q1 2026, buying an estimated $1.64M and bringing the position to 63,140 shares worth $4.53M. The position accounts for 0.11% of the portfolio, ranked #183.

CreativeOne Wealth first reported a position in VO in Q1 2018 and has held it in 23 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • CreativeOne Wealth held 63,140 shares of Vanguard Mid-Cap ETF worth $4.53M as of Q1 2026.
  • CreativeOne Wealth bought 22,080 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.64M.
  • Vanguard Mid-Cap ETF made up 0.11% of CreativeOne Wealth's portfolio in Q1 2026, its #183 holding.
  • CreativeOne Wealth first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and has held it in 23 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.