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

Creekside Partners’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$797K	Buy	4,032 +5	+0.1%	+$967	0.29%	73
2026 Q1	$742K	Buy	4,027 +6	+0.1%	+$1.12K	0.31%	71
2025 Q4	$713K	Buy	4,021 +9	+0.2%	+$1.57K	0.3%	72
2025 Q3	$700K	Buy	4,012 +4	+0.1%	+$681	0.31%	75
2025 Q2	$659K	Hold	4,008	–	–	0.31%	73
2025 Q1	$643K	Sell	4,008 -179	-4%	-$29.3K	0.34%	72
2024 Q4	$677K	Buy	4,187 +4	+0.1%	+$675	0.35%	67
2024 Q3	$701K	Buy	4,183 +188	+5%	+$29.9K	0.36%	65
2024 Q2	$601K	Buy	+3,995	New	+$606K	0.33%	68

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Creekside Partners's VOE Position: Q2 2026 in Review

Creekside Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.12% in Q2 2026, buying an estimated $967 and bringing the position to 4,032 shares worth $797K. The position accounts for 0.29% of the portfolio, ranked #73.

Creekside Partners first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Creekside Partners held 4,032 shares of Vanguard Morningstar Mid-Cap Value ETF worth $797K as of Q2 2026.
Creekside Partners bought 5 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $967.
Vanguard Morningstar Mid-Cap Value ETF made up 0.29% of Creekside Partners's portfolio in Q2 2026, its #73 holding.
Creekside Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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