Creekmur Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Creekmur Asset Management’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
2025 Q3	$86.7K	Hold	295	–	–	0.01%	286
2025 Q2	$83.9K	Hold	295	–	–	0.01%	284
2025 Q1	$72.2K	Hold	295	–	–	0.02%	275
2024 Q4	$74.9K	Hold	295	–	–	0.02%	185
2024 Q3	$71.8K	Hold	295	–	–	0.02%	183
2024 Q2	$67.7K	Hold	295	–	–	0.02%	220
2024 Q1	$69.6K	Hold	295	–	–	0.02%	211
2023 Q4	$64.8K	Buy	+295	New	+$59K	0.02%	264

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creekmur Asset Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2025 at 295 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #286.

Creekmur Asset Management first reported a position in VOT in Q4 2023 and has held it in 8 quarters since. 1,021 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Creekmur Asset Management held 295 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $86.7K as of Q3 2025.
Creekmur Asset Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2025.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #286 holding.
Creekmur Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
1,021 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

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