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Creekmur Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Creekmur Asset Management’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
Q3 		$211K Sell
2,868
-1,308
-31% -$93.9K 0.03% 193
2025
Q2 		$292K Buy
4,176
+1,012
+32% +$66.4K 0.05% 189
2025
Q1 		$205K Buy
3,164
+2,928
+1,241% +$196K 0.04% 199
2024
Q4 		$15.6K Hold
236
– – ﹤0.01% 372
2024
Q3 		$15.6K Hold
236
– – ﹤0.01% 388
2024
Q2 		$14.3K Hold
236
– – ﹤0.01% 444
2024
Q1 		$14.7K Buy
+236
New +$13.9K 0.01% 424

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creekmur Asset Management's VO Position: Q3 2025 in Review

Creekmur Asset Management reduced its Vanguard Mid-Cap ETF (VO) stake by 31% in Q3 2025, selling an estimated $93.9K and leaving 2,868 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #193.

Creekmur Asset Management first reported a position in VO in Q1 2024 and has held it in 7 quarters since. The position peaked at $292K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Creekmur Asset Management held 2,868 shares of Vanguard Mid-Cap ETF worth $211K as of Q3 2025.
  • Creekmur Asset Management sold 1,308 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $93.9K.
  • Vanguard Mid-Cap ETF made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #193 holding.
  • Creekmur Asset Management first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 7 quarters since.
  • Creekmur Asset Management's Vanguard Mid-Cap ETF position peaked at $292K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.