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 Q3	$436K	Buy	1,493 +1	+0.1%	+$300	0.16%	120
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%	+$1.14K	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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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

Creekside Partners's VOT Position: Q3 2026 in Review

Creekside Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.07% in Q3 2026, buying an estimated $300 and bringing the position to 1,493 shares worth $436K. The position accounts for 0.16% of the portfolio, ranked #120.

Creekside Partners first reported a position in VOT in Q2 2024 and has held it in 10 quarters since. The position peaked at $457K in Q2 2026. 694 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Creekside Partners held 1,493 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $436K as of Q3 2026.
Creekside Partners bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q3 2026, an estimated $300.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Creekside Partners's portfolio in Q3 2026, its #120 holding.
Creekside Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
Creekside Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $457K in Q2 2026.
694 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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