Mission Creek Capital Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mission Creek Capital Partners’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	$3.54M	Buy	49,276 +3,968	+9%	+$295K	0.71%	39
2025 Q4	$3.29M	Buy	45,308 +15,632	+53%	+$1.14M	0.66%	40
2025 Q3	$2.18M	Buy	29,676 +18,988	+178%	+$1.36M	0.43%	58
2025 Q2	$748K	Sell	10,688 -2,024	-16%	-$133K	0.17%	113
2025 Q1	$822K	Sell	12,712 -11,380	-47%	-$764K	0.2%	111
2024 Q4	$1.59M	Buy	24,092 +4,088	+20%	+$278K	0.35%	80
2024 Q3	$1.32M	Buy	20,004 +3,220	+19%	+$202K	0.31%	96
2024 Q2	$1.02M	Buy	+16,784	New	+$1.02M	0.26%	101

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mission Creek Capital Partners's VO Position: Q1 2026 in Review

Mission Creek Capital Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.8% in Q1 2026, buying an estimated $295K and bringing the position to 49,276 shares worth $3.54M. The position accounts for 0.71% of the portfolio, ranked #39.

Mission Creek Capital Partners first reported a position in VO in Q2 2024 and has held it in 8 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Mission Creek Capital Partners held 49,276 shares of Vanguard Morningstar Mid-Cap ETF worth $3.54M as of Q1 2026.
Mission Creek Capital Partners bought 3,968 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $295K.
Vanguard Morningstar Mid-Cap ETF made up 0.71% of Mission Creek Capital Partners's portfolio in Q1 2026, its #39 holding.
Mission Creek Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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