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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.1K	Hold	495	–	–	﹤0.01%	964
2026 Q1	$50.4K	Hold	495	–	–	﹤0.01%	895
2025 Q4	$48.4K	Hold	495	–	–	﹤0.01%	879
2025 Q3	$47.1K	Hold	495	–	–	﹤0.01%	866
2025 Q2	$42.4K	Buy	+495	New	+$40.2K	﹤0.01%	921

Other funds holding VIOV

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

Creative Financial Designs held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 495 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Creative Financial Designs first reported a position in VIOV in Q2 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Creative Financial Designs held 495 shares of Vanguard S&P Small-Cap 600 Value ETF worth $58.1K as of Q2 2026.
Creative Financial Designs left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #964 holding.
Creative Financial Designs first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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