Creegan & Nassoura Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Creegan & Nassoura Financial Group’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
2025 Q4	$239K	Hold	3,300	–	–	0.16%	73
2025 Q3	$242K	Hold	3,300	–	–	0.16%	71
2025 Q2	$231K	Hold	3,300	–	–	0.15%	73
2025 Q1	$213K	Hold	3,300	–	–	0.14%	75
2024 Q4	$218K	Hold	3,300	–	–	0.15%	74
2024 Q3	$218K	Buy	+3,300	New	+$207K	0.14%	76
2024 Q2	–	Sell	-3,300	Closed	-$206K	–	80
2024 Q1	$206K	Buy	+3,300	New	+$195K	0.14%	75
2022 Q2	–	Sell	-3,600	Closed	-$214K	–	76
2022 Q1	$214K	Hold	3,600	–	–	0.16%	74
2021 Q4	$229K	Hold	3,600	–	–	0.17%	75
2021 Q3	$213K	Hold	3,600	–	–	0.18%	74
2021 Q2	$214K	Buy	+3,600	New	+$209K	0.18%	73

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creegan & Nassoura Financial Group's VO Position: Q4 2025 in Review

Creegan & Nassoura Financial Group held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2025 at 3,300 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #73.

Creegan & Nassoura Financial Group first reported a position in VO in Q2 2021 and has held it in 11 quarters since. The position peaked at $242K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Creegan & Nassoura Financial Group held 3,300 shares of Vanguard Mid-Cap ETF worth $239K as of Q4 2025.
Creegan & Nassoura Financial Group left its Vanguard Mid-Cap ETF share count unchanged in Q4 2025.
Vanguard Mid-Cap ETF made up 0.16% of Creegan & Nassoura Financial Group's portfolio in Q4 2025, its #73 holding.
Creegan & Nassoura Financial Group first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 11 quarters since.
Creegan & Nassoura Financial Group's Vanguard Mid-Cap ETF position peaked at $242K in Q3 2025.
2,369 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Creegan & Nassoura Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.