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

Mission Creek Capital 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
2025 Q1	–	Sell	-1,377	Closed	-$350K	–	232
2024 Q4	$350K	Sell	1,377 -67	-5%	-$17.2K	0.08%	175
2024 Q3	$352K	Sell	1,444 -15	-1%	-$3.49K	0.08%	175
2024 Q2	$335K	Sell	1,459 -172	-11%	-$39.4K	0.08%	165
2024 Q1	$385K	Buy	1,631 +3	+0.2%	+$672	0.1%	179
2023 Q4	$357K	Buy	1,628 +4	+0.2%	+$800	0.09%	175
2023 Q3	$316K	Buy	1,624 +3	+0.2%	+$612	0.11%	174
2023 Q2	$334K	Buy	1,621 +2	+0.1%	+$388	0.11%	180
2023 Q1	$315K	Buy	1,619 +3	+0.2%	+$574	0.11%	179
2022 Q4	$290K	Buy	+1,616	New	+$293K	0.1%	187

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mission Creek Capital Partners's VOT Position: Q1 2025 in Review

Mission Creek Capital Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 1,377 shares — an estimated $350K sold.

Mission Creek Capital Partners first reported a position in VOT in Q4 2022 and held it in 9 quarters. The position peaked at $385K in Q1 2024. 980 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Mission Creek Capital Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Mission Creek Capital Partners sold 1,377 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $350K.
Mission Creek Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Mission Creek Capital Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $385K in Q1 2024.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Mission Creek Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.