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 Q3	$754K	Sell	3,857 -175	-4%	-$35.8K	0.28%	77
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%	+$1.58K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Creekside Partners's VOE Position: Q3 2026 in Review

Creekside Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.3% in Q3 2026, selling an estimated $35.8K and leaving 3,857 shares worth $754K. The position accounts for 0.28% of the portfolio, ranked #77.

Creekside Partners first reported a position in VOE in Q2 2024 and has held it in 10 quarters since. The position peaked at $797K in Q2 2026. 767 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Creekside Partners held 3,857 shares of Vanguard Morningstar Mid-Cap Value ETF worth $754K as of Q3 2026.
Creekside Partners sold 175 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $35.8K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.28% of Creekside Partners's portfolio in Q3 2026, its #77 holding.
Creekside Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Creekside Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $797K in Q2 2026.
767 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Creekside Partners's 13F filing for Q3 2026, filed 4 Nov 2026.