CreativeOne Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

CreativeOne Wealth’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	3,556 +1,333	+60%	+$385K	0.02%	550
2026 Q1	$572K	Sell	2,223 -176	-7%	-$48.3K	0.01%	755
2025 Q4	$670K	Sell	2,399 -981	-29%	-$281K	0.02%	684
2025 Q3	$993K	Buy	3,380 +232	+7%	+$66.9K	0.02%	554
2025 Q2	$895K	Buy	3,148 +507	+19%	+$131K	0.02%	565
2025 Q1	$646K	Sell	2,641 -884	-25%	-$230K	0.02%	609
2024 Q4	$895K	Buy	3,525 +576	+20%	+$148K	0.03%	505
2024 Q3	$718K	Buy	2,949 +879	+42%	+$205K	0.02%	522
2024 Q2	$475K	Sell	2,070 -909	-31%	-$208K	0.02%	490
2024 Q1	$703K	Buy	2,979 +1,649	+124%	+$369K	0.03%	468
2023 Q4	$292K	Sell	1,330 -1,805	-58%	-$361K	0.02%	514
2023 Q3	$611K	Sell	3,135 -861	-22%	-$176K	0.04%	305
2023 Q2	$822K	Buy	3,996 +2,860	+252%	+$554K	0.04%	366
2023 Q1	$221K	Buy	+1,136	New	+$217K	0.01%	722
2022 Q1	–	Sell	-3,645	Closed	-$928K	–	826
2021 Q4	$928K	Buy	+3,645	New	+$919K	0.05%	302

Other funds holding VOT

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

CreativeOne Wealth's VOT Position: Q2 2026 in Review

CreativeOne Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 60% in Q2 2026, buying an estimated $385K and bringing the position to 3,556 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #550.

CreativeOne Wealth first reported a position in VOT in Q4 2021 and has held it in 15 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

CreativeOne Wealth held 3,556 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.09M as of Q2 2026.
CreativeOne Wealth bought 1,333 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $385K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #550 holding.
CreativeOne Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 15 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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