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

Creekside Partners’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
2026 Q2	$457K	Hold	1,492	–	–	0.17%	119
2026 Q1	$384K	Sell	1,492 -19	-1%	-$5.21K	0.16%	124
2025 Q4	$422K	Buy	1,511 +4	+0.3%	+$1.15K	0.18%	114
2025 Q3	$443K	Buy	1,507 +2	+0.1%	+$577	0.2%	110
2025 Q2	$428K	Hold	1,505	–	–	0.2%	106
2025 Q1	$368K	Buy	1,505 +3	+0.2%	+$780	0.19%	116
2024 Q4	$381K	Buy	1,502 +3	+0.2%	+$772	0.2%	112
2024 Q3	$365K	Buy	1,499 +4	+0.3%	+$932	0.19%	120
2024 Q2	$343K	Buy	+1,495	New	+$343K	0.19%	121

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creekside Partners's VOT Position: Q2 2026 in Review

Creekside Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,492 shares worth $457K. The position accounts for 0.17% of the portfolio, ranked #119.

Creekside Partners first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Creekside Partners held 1,492 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $457K as of Q2 2026.
Creekside Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Creekside Partners's portfolio in Q2 2026, its #119 holding.
Creekside Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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