CreativeOne Wealth’s Vanguard Morningstar 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 Q2	$4.76M	Sell	59,055 -4,085	-6%	-$317K	0.1%	175
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CreativeOne Wealth's VO Position: Q2 2026 in Review

CreativeOne Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q2 2026, selling an estimated $317K and leaving 59,055 shares worth $4.76M. The position accounts for 0.1% of the portfolio, ranked #175.

CreativeOne Wealth first reported a position in VO in Q1 2018 and has held it in 24 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CreativeOne Wealth held 59,055 shares of Vanguard Morningstar Mid-Cap ETF worth $4.76M as of Q2 2026.
CreativeOne Wealth sold 4,085 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $317K.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of CreativeOne Wealth's portfolio in Q2 2026, its #175 holding.
CreativeOne Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 24 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.