Creative Financial Designs’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Creative Financial Designs’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	6,291 +389	+7%	+$89.3K	0.07%	230
2026 Q1	$1.27M	Buy	5,902 +7	+0.1%	+$1.56K	0.08%	205
2025 Q4	$1.3M	Buy	5,895 +78	+1%	+$17K	0.08%	201
2025 Q3	$1.26M	Sell	5,817 -2,629	-31%	-$552K	0.08%	202
2025 Q2	$1.73M	Sell	8,446 -115	-1%	-$22.3K	0.12%	149
2025 Q1	$1.66M	Sell	8,561 -77	-0.9%	-$15.3K	0.13%	132
2024 Q4	$1.69M	Buy	8,638 +601	+7%	+$120K	0.14%	131
2024 Q3	$1.59M	Buy	8,037 +96	+1%	+$18.3K	0.13%	141
2024 Q2	$1.45M	Hold	7,941	–	–	0.13%	143
2024 Q1	$1.45M	Sell	7,941 -1,325	-14%	-$233K	0.14%	133
2023 Q4	$1.58M	Buy	9,266 +548	+6%	+$88.2K	0.16%	120
2023 Q3	$1.35M	Buy	8,718 +48	+0.6%	+$7.78K	0.16%	117
2023 Q2	$1.41M	Sell	8,670 -280	-3%	-$43.8K	0.17%	116
2023 Q1	$1.38M	Sell	8,950 -233	-3%	-$35.7K	0.18%	114
2022 Q4	$1.39M	Buy	9,183 +24	+0.3%	+$3.58K	0.21%	94
2022 Q3	$1.24M	Buy	9,159 +195	+2%	+$29K	0.2%	96
2022 Q2	$1.29M	Sell	8,964 -432	-5%	-$65.8K	0.21%	98
2022 Q1	$1.52M	Buy	9,396 +1,940	+26%	+$313K	0.23%	96
2021 Q4	$1.28M	Sell	7,456 -247	-3%	-$40.7K	0.19%	109
2021 Q3	$1.18M	Buy	7,703 +82	+1%	+$13.1K	0.2%	104
2021 Q2	$1.18M	Sell	7,621 -100	-1%	-$15.3K	0.2%	99
2021 Q1	$1.14M	Sell	7,721 -468	-6%	-$66.6K	0.22%	89
2020 Q4	$1.16M	Buy	8,189 +257	+3%	+$34.8K	0.25%	81
2020 Q3	$1.02M	Sell	7,932 -2,154	-21%	-$271K	0.25%	78
2020 Q2	$1.18M	Buy	10,086 +5,558	+123%	+$633K	0.36%	55
2020 Q1	$468K	Sell	4,528 -1,158	-20%	-$138K	0.24%	71
2019 Q4	$713K	Sell	5,686 -488	-8%	-$59K	0.32%	75
2019 Q3	$718K	Sell	6,174 -1,046	-14%	-$123K	0.39%	60
2019 Q2	$843K	Buy	7,220 +120	+2%	+$13.5K	0.46%	53
2019 Q1	$778K	Sell	7,100 -225	-3%	-$23.7K	0.47%	52
2018 Q4	$718K	Sell	7,325 -110	-1%	-$11.5K	0.52%	46
2018 Q3	$823K	Buy	7,435 +62	+0.8%	+$6.67K	0.47%	50
2018 Q2	$749K	Buy	7,373 +765	+12%	+$78K	0.44%	60
2018 Q1	$668K	Buy	6,608 +407	+7%	+$42.2K	0.43%	60
2017 Q4	$633K	Sell	6,201 -95	-2%	-$9.35K	0.43%	65
2017 Q3	$597K	Buy	6,296 +248	+4%	+$23.1K	0.34%	72
2017 Q2	$560K	Sell	6,048 -211	-3%	-$19.4K	0.36%	71
2017 Q1	$558K	Buy	6,259 +770	+14%	+$68.2K	0.4%	67
2016 Q4	$468K	Buy	+5,489	New	+$462K	0.38%	65

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Creative Financial Designs's VIG Position: Q2 2026 in Review

Creative Financial Designs increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.6% in Q2 2026, buying an estimated $89.3K and bringing the position to 6,291 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #230.

Creative Financial Designs first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.73M in Q2 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Creative Financial Designs held 6,291 shares of Vanguard Dividend Appreciation ETF worth $1.49M as of Q2 2026.
Creative Financial Designs bought 389 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $89.3K.
Vanguard Dividend Appreciation ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #230 holding.
Creative Financial Designs first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's Vanguard Dividend Appreciation ETF position peaked at $1.73M in Q2 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.