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Creekside Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Creekside Partners’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 		$8.93M Buy
110,797
+21
+0% +$1.63K 3.23% 6
2026
Q1 		$7.95M Buy
110,776
+2,960
+3% +$220K 3.27% 5
2025
Q4 		$7.82M Buy
107,816
+736
+0.7% +$53.5K 3.31% 5
2025
Q3 		$7.86M Buy
107,080
+60
+0.1% +$4.31K 3.46% 4
2025
Q2 		$7.49M Sell
107,020
-1,616
-1% -$106K 3.55% 4
2025
Q1 		$7.02M Buy
108,636
+1,476
+1% +$99.1K 3.68% 4
2024
Q4 		$7.08M Buy
107,160
+2,100
+2% +$143K 3.67% 4
2024
Q3 		$6.93M Buy
105,060
+488
+0.5% +$30.6K 3.58% 4
2024
Q2 		$6.33M Buy
+104,572
New +$6.35M 3.5% 4

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creekside Partners's VO Position: Q2 2026 in Review

Creekside Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $1.63K and bringing the position to 110,797 shares worth $8.93M. The position accounts for 3.23% of the portfolio, ranked #6.

Creekside Partners first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Creekside Partners held 110,797 shares of Vanguard Morningstar Mid-Cap ETF worth $8.93M as of Q2 2026.
  • Creekside Partners bought 21 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.63K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.23% of Creekside Partners's portfolio in Q2 2026, its #6 holding.
  • Creekside Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.