Creative Financial Designs’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40K	Hold	291	–	–	﹤0.01%	1084
2026 Q1	$33.4K	Buy	291 +90	+45%	+$10.6K	﹤0.01%	1043
2025 Q4	$22.3K	Buy	201 +1	+0.5%	+$111	﹤0.01%	1124
2025 Q3	$22.1K	Buy	200 +2	+1%	+$213	﹤0.01%	1117
2025 Q2	$20K	Buy	198 +28	+16%	+$2.67K	﹤0.01%	1138
2025 Q1	$16.4K	Buy	170 +70	+70%	+$7.28K	﹤0.01%	1146
2024 Q4	$10.6K	Buy	+100	New	+$11.1K	﹤0.01%	1231
2024 Q1	–	Sell	-833	Closed	-$82.7K	–	1732
2023 Q4	$82.7K	Buy	833 +6	+0.7%	+$535	0.01%	578
2023 Q3	$72.3K	Hold	827	–	–	0.01%	550
2023 Q2	$76K	Hold	827	–	–	0.01%	543
2023 Q1	$73.4K	Buy	827 +1	+0.1%	+$92	0.01%	515
2022 Q4	$71.6K	Buy	826 +6	+0.7%	+$532	0.01%	509
2022 Q3	$66K	Hold	820	–	–	0.01%	501
2022 Q2	$70K	Hold	820	–	–	0.01%	492
2022 Q1	$81K	Buy	820 +380	+86%	+$37.6K	0.01%	462
2021 Q4	$46K	Buy	+440	New	+$46.2K	0.01%	588

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Creative Financial Designs held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 291 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Creative Financial Designs first reported a position in VIOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $82.7K in Q4 2023. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Creative Financial Designs held 291 shares of Vanguard S&P Small-Cap 600 ETF worth $40K as of Q2 2026.
Creative Financial Designs left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1084 holding.
Creative Financial Designs first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 16 quarters since.
Creative Financial Designs's Vanguard S&P Small-Cap 600 ETF position peaked at $82.7K in Q4 2023.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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