Creative Financial Designs’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.12M | Buy |
57,380
+856
| +2% | +$63.6K | 0.25% | 85 |
|
|
2025
Q4 | $4.1M | Buy |
56,524
+5,584
| +11% | +$406K | 0.26% | 87 |
|
|
2025
Q3 | $3.74M | Buy |
50,940
+2,064
| +4% | +$148K | 0.25% | 89 |
|
|
2025
Q2 | $3.42M | Buy |
48,876
+2,164
| +5% | +$142K | 0.25% | 92 |
|
|
2025
Q1 | $3.02M | Buy |
46,712
+1,320
| +3% | +$88.6K | 0.24% | 87 |
|
|
2024
Q4 | $3M | Buy |
45,392
+1,132
| +3% | +$76.8K | 0.24% | 90 |
|
|
2024
Q3 | $2.92M | Buy |
44,260
+2,452
| +6% | +$154K | 0.25% | 87 |
|
|
2024
Q2 | $2.53M | Buy |
41,808
+508
| +1% | +$30.9K | 0.23% | 89 |
|
|
2024
Q1 | $2.58M | Sell |
41,300
-6,568
| -14% | -$388K | 0.24% | 87 |
|
|
2023
Q4 | $2.78M | Sell |
47,868
-824
| -2% | -$44K | 0.28% | 76 |
|
|
2023
Q3 | $2.53M | Buy |
48,692
+2,188
| +5% | +$120K | 0.3% | 73 |
|
|
2023
Q2 | $2.56M | Sell |
46,504
-60,816
| -57% | -$3.19M | 0.3% | 71 |
|
|
2023
Q1 | $5.66M | Buy |
107,320
+3,476
| +3% | +$185K | 0.74% | 33 |
|
|
2022
Q4 | $5.29M | Buy |
103,844
+1,720
| +2% | +$87.6K | 0.78% | 32 |
|
|
2022
Q3 | $4.8M | Buy |
102,124
+7,904
| +8% | +$413K | 0.78% | 28 |
|
|
2022
Q2 | $4.64M | Buy |
94,220
+71,920
| +323% | +$3.89M | 0.76% | 32 |
|
|
2022
Q1 | $1.33M | Sell |
22,300
-788
| -3% | -$46.2K | 0.2% | 108 |
|
|
2021
Q4 | $1.47M | Buy |
23,088
+9,724
| +73% | +$610K | 0.22% | 94 |
|
|
2021
Q3 | $791K | Buy |
13,364
+6,712
| +101% | +$406K | 0.13% | 135 |
|
|
2021
Q2 | $395K | Sell |
6,652
-7,288
| -52% | -$422K | 0.07% | 205 |
|
|
2021
Q1 | $771K | Buy |
13,940
+1,444
| +12% | +$78.4K | 0.15% | 123 |
|
|
2020
Q4 | $646K | Buy |
12,496
+4,132
| +49% | +$200K | 0.14% | 128 |
|
|
2020
Q3 | $369K | Sell |
8,364
-329,180
| -98% | -$14.3M | 0.09% | 167 |
|
|
2020
Q2 | $13.8M | Buy |
337,544
+19,728
| +6% | +$756K | 4.19% | 2 |
|
|
2020
Q1 | $10.5M | Buy |
317,816
+271,020
| +579% | +$11.2M | 5.38% | 3 |
|
|
2019
Q4 | $2.09M | Buy |
46,796
+39,524
| +544% | +$1.7M | 0.94% | 32 |
|
|
2019
Q3 | $296K | Buy |
7,272
+560
| +8% | +$23.4K | 0.16% | 112 |
|
|
2019
Q2 | $283K | Buy |
6,712
+544
| +9% | +$22.3K | 0.15% | 110 |
|
|
2019
Q1 | $248K | Sell |
6,168
-376
| -6% | -$14.5K | 0.15% | 106 |
|
|
2018
Q4 | $226K | Sell |
6,544
-2,080
| -24% | -$78.1K | 0.16% | 102 |
|
|
2018
Q3 | $354K | Buy |
8,624
+320
| +4% | +$13.1K | 0.2% | 88 |
|
|
2018
Q2 | $327K | Buy |
8,304
+464
| +6% | +$18.2K | 0.19% | 100 |
|
|
2018
Q1 | $302K | Buy |
7,840
+2,208
| +39% | +$86.9K | 0.19% | 96 |
|
|
2017
Q4 | $218K | Buy |
5,632
+560
| +11% | +$21.1K | 0.15% | 106 |
|
|
2017
Q3 | $183K | Buy |
5,072
+392
| +8% | +$14.1K | 0.11% | 141 |
|
|
2017
Q2 | $167K | Buy |
4,680
+32
| +0.7% | +$1.13K | 0.11% | 146 |
|
|
2017
Q1 | $158K | Buy |
4,648
+476
| +11% | +$16.4K | 0.11% | 145 |
|
|
2016
Q4 | $137K | Buy |
+4,172
| New | +$135K | 0.11% | 148 |
|
Other funds holding VO
Creative Financial Designs's VO Position: Q1 2026 in Review
Creative Financial Designs increased its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q1 2026, buying an estimated $63.6K and bringing the position to 57,380 shares worth $4.12M. The position accounts for 0.25% of the portfolio, ranked #85.
Creative Financial Designs first reported a position in VO in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.8M in Q2 2020. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Creative Financial Designs held 57,380 shares of Vanguard Mid-Cap ETF worth $4.12M as of Q1 2026.
- Creative Financial Designs bought 856 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $63.6K.
- Vanguard Mid-Cap ETF made up 0.25% of Creative Financial Designs's portfolio in Q1 2026, its #85 holding.
- Creative Financial Designs first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's Vanguard Mid-Cap ETF position peaked at $13.8M in Q2 2020.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.