Mill Creek Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mill Creek Capital Advisors’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 Q1	$1.47M	Buy	20,440 +48	+0.2%	+$3.57K	0.03%	105
2025 Q4	$1.48M	Buy	20,392 +80	+0.4%	+$5.82K	0.03%	107
2025 Q3	$1.49M	Buy	20,312 +44	+0.2%	+$3.16K	0.03%	105
2025 Q2	$1.42M	Hold	20,268	–	–	0.03%	106
2025 Q1	$1.31M	Sell	20,268 -12	-0.1%	-$805	0.03%	106
2024 Q4	$1.34M	Buy	20,280 +44	+0.2%	+$2.99K	0.03%	100
2024 Q3	$1.33M	Buy	20,236 +9,108	+82%	+$572K	0.03%	95
2024 Q2	$673K	Hold	11,128	–	–	0.02%	145
2024 Q1	$695K	Sell	11,128 -3,292	-23%	-$195K	0.02%	136
2023 Q4	$839K	Hold	14,420	–	–	0.02%	113
2023 Q3	$751K	Buy	14,420 +12	+0.1%	+$658	0.02%	111
2023 Q2	$793K	Sell	14,408 -153,840	-91%	-$8.06M	0.03%	114
2023 Q1	$8.87M	Buy	+168,248	New	+$8.95M	0.33%	26

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mill Creek Capital Advisors's VO Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.24% in Q1 2026, buying an estimated $3.57K and bringing the position to 20,440 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #105.

Mill Creek Capital Advisors first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.87M in Q1 2023. 2,395 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Mill Creek Capital Advisors held 20,440 shares of Vanguard Morningstar Mid-Cap ETF worth $1.47M as of Q1 2026.
Mill Creek Capital Advisors bought 48 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $3.57K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #105 holding.
Mill Creek Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Mill Creek Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $8.87M in Q1 2023.
2,395 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.