Creative Financial Designs’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.96M | Buy |
13,067
+842
| +7% | +$241K | 0.19% | 112 |
|
|
2026
Q1 | $3.2M | Sell |
12,225
-282
| -2% | -$76.3K | 0.19% | 111 |
|
|
2025
Q4 | $3.23M | Buy |
12,507
+1,415
| +13% | +$363K | 0.2% | 108 |
|
|
2025
Q3 | $2.82M | Sell |
11,092
-430
| -4% | -$107K | 0.19% | 110 |
|
|
2025
Q2 | $2.73M | Buy |
11,522
+624
| +6% | +$139K | 0.2% | 113 |
|
|
2025
Q1 | $2.42M | Buy |
10,898
+283
| +3% | +$67.6K | 0.19% | 104 |
|
|
2024
Q4 | $2.55M | Buy |
10,615
+1,039
| +11% | +$256K | 0.21% | 99 |
|
|
2024
Q3 | $2.27M | Buy |
9,576
+1,144
| +14% | +$260K | 0.19% | 107 |
|
|
2024
Q2 | $1.84M | Buy |
8,432
+18
| +0.2% | +$3.95K | 0.16% | 117 |
|
|
2024
Q1 | $1.92M | Buy |
8,414
+174
| +2% | +$37.4K | 0.18% | 111 |
|
|
2023
Q4 | $1.76M | Sell |
8,240
-317
| -4% | -$61.1K | 0.18% | 108 |
|
|
2023
Q3 | $1.62M | Buy |
8,557
+497
| +6% | +$99K | 0.19% | 102 |
|
|
2023
Q2 | $1.6M | Buy |
8,060
+200
| +3% | +$37.8K | 0.19% | 103 |
|
|
2023
Q1 | $1.49M | Sell |
7,860
-473
| -6% | -$91.7K | 0.2% | 104 |
|
|
2022
Q4 | $1.53M | Buy |
8,333
+220
| +3% | +$40.8K | 0.23% | 86 |
|
|
2022
Q3 | $1.39M | Buy |
8,113
+1,352
| +20% | +$255K | 0.23% | 87 |
|
|
2022
Q2 | $1.19M | Buy |
6,761
+1,399
| +26% | +$270K | 0.2% | 109 |
|
|
2022
Q1 | $1.14M | Buy |
5,362
+180
| +3% | +$37.9K | 0.17% | 121 |
|
|
2021
Q4 | $1.17M | Buy |
5,182
+1,752
| +51% | +$398K | 0.18% | 118 |
|
|
2021
Q3 | $750K | Buy |
3,430
+504
| +17% | +$112K | 0.12% | 139 |
|
|
2021
Q2 | $659K | Sell |
2,926
-1,913
| -40% | -$424K | 0.11% | 149 |
|
|
2021
Q1 | $1.04M | Buy |
4,839
+297
| +7% | +$62.6K | 0.2% | 94 |
|
|
2020
Q4 | $884K | Buy |
4,542
+1,819
| +67% | +$321K | 0.19% | 91 |
|
|
2020
Q3 | $419K | Buy |
2,723
+108
| +4% | +$16.6K | 0.1% | 154 |
|
|
2020
Q2 | $381K | Buy |
2,615
+2,068
| +378% | +$278K | 0.12% | 136 |
|
|
2020
Q1 | $63K | Sell |
547
-1,025
| -65% | -$154K | 0.03% | 208 |
|
|
2019
Q4 | $261K | Sell |
1,572
-875
| -36% | -$139K | 0.12% | 132 |
|
|
2019
Q3 | $366K | Sell |
2,447
-321
| -12% | -$49.8K | 0.2% | 95 |
|
|
2019
Q2 | $435K | Sell |
2,768
-1,558
| -36% | -$241K | 0.24% | 84 |
|
|
2019
Q1 | $661K | Sell |
4,326
-55
| -1% | -$8.18K | 0.4% | 56 |
|
|
2018
Q4 | $578K | Sell |
4,381
-436
| -9% | -$63.5K | 0.42% | 54 |
|
|
2018
Q3 | $783K | Sell |
4,817
-1,102
| -19% | -$178K | 0.45% | 55 |
|
|
2018
Q2 | $921K | Buy |
5,919
+505
| +9% | +$77.3K | 0.54% | 50 |
|
|
2018
Q1 | $795K | Buy |
5,414
+1,095
| +25% | +$163K | 0.51% | 50 |
|
|
2017
Q4 | $638K | Buy |
4,319
+41
| +1% | +$5.93K | 0.43% | 64 |
|
|
2017
Q3 | $605K | Buy |
4,278
+316
| +8% | +$43.1K | 0.35% | 71 |
|
|
2017
Q2 | $537K | Buy |
3,962
+850
| +27% | +$114K | 0.34% | 73 |
|
|
2017
Q1 | $415K | Buy |
3,112
+191
| +7% | +$25.3K | 0.3% | 85 |
|
|
2016
Q4 | $377K | Buy |
+2,921
| New | +$363K | 0.31% | 76 |
|
Other funds holding VB
Creative Financial Designs's VB Position: Q2 2026 in Review
Creative Financial Designs increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.9% in Q2 2026, buying an estimated $241K and bringing the position to 13,067 shares worth $3.96M. The position accounts for 0.19% of the portfolio, ranked #112.
Creative Financial Designs first reported a position in VB in Q4 2016 and has held it in 39 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Creative Financial Designs held 13,067 shares of Vanguard Morningstar Small-Cap ETF worth $3.96M as of Q2 2026.
- Creative Financial Designs bought 842 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $241K.
- Vanguard Morningstar Small-Cap ETF made up 0.19% of Creative Financial Designs's portfolio in Q2 2026, its #112 holding.
- Creative Financial Designs first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.