Creative Financial Designs’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.1M	Buy	21,939 +3,264	+17%	+$2.18M	0.72%	34
2026 Q1	$11.2M	Buy	18,675 +473	+3%	+$296K	0.68%	35
2025 Q4	$11.4M	Buy	18,202 +2,766	+18%	+$1.72M	0.72%	36
2025 Q3	$9.45M	Buy	15,436 +229	+2%	+$135K	0.64%	37
2025 Q2	$8.64M	Buy	15,207 +995	+7%	+$523K	0.62%	38
2025 Q1	$7.3M	Buy	14,212 +87	+0.6%	+$47K	0.58%	36
2024 Q4	$7.61M	Buy	14,125 +339	+2%	+$184K	0.62%	34
2024 Q3	$7.27M	Sell	13,786 -68	-0.5%	-$34.6K	0.61%	34
2024 Q2	$6.93M	Buy	13,854 +1,360	+11%	+$654K	0.62%	37
2024 Q1	$6.01M	Buy	12,494 +496	+4%	+$227K	0.57%	41
2023 Q4	$5.24M	Buy	11,998 +1,724	+17%	+$706K	0.53%	41
2023 Q3	$4.03M	Buy	10,274 +510	+5%	+$209K	0.47%	48
2023 Q2	$3.98M	Buy	9,764 +893	+10%	+$345K	0.47%	48
2023 Q1	$3.34M	Buy	8,871 +651	+8%	+$239K	0.44%	58
2022 Q4	$2.89M	Sell	8,220 -550	-6%	-$194K	0.43%	56
2022 Q3	$2.88M	Buy	8,770 +564	+7%	+$206K	0.47%	44
2022 Q2	$2.85M	Buy	8,206 +805	+11%	+$303K	0.47%	47
2022 Q1	$3.07M	Buy	7,401 +578	+8%	+$237K	0.47%	49
2021 Q4	$2.98M	Buy	6,823 +224	+3%	+$94.6K	0.45%	47
2021 Q3	$2.6M	Buy	6,599 +335	+5%	+$136K	0.43%	51
2021 Q2	$2.46M	Buy	6,264 +20	+0.3%	+$7.68K	0.43%	53
2021 Q1	$2.27M	Buy	6,244 +275	+5%	+$97.5K	0.44%	47
2020 Q4	$2.05M	Buy	5,969 +89	+2%	+$29K	0.44%	45
2020 Q3	$1.81M	Sell	5,880 -1,223	-17%	-$373K	0.45%	47
2020 Q2	$2.01M	Buy	7,103 +6,193	+681%	+$1.67M	0.61%	30
2020 Q1	$216K	Sell	910 -10,262	-92%	-$2.88M	0.11%	115
2019 Q4	$3.33M	Sell	11,172 -1,187	-10%	-$336K	1.49%	17
2019 Q3	$3.27M	Sell	12,359 -1,558	-11%	-$423K	1.76%	14
2019 Q2	$3.79M	Sell	13,917 -2,578	-16%	-$682K	2.06%	12
2019 Q1	$4.28M	Sell	16,495 -352	-2%	-$87.9K	2.56%	8
2018 Q4	$3.87M	Sell	16,847 -532	-3%	-$132K	2.81%	5
2018 Q3	$4.64M	Sell	17,379 -924	-5%	-$242K	2.67%	5
2018 Q2	$4.57M	Buy	18,303 +263	+1%	+$65.3K	2.68%	5
2018 Q1	$4.37M	Buy	18,040 +1,577	+10%	+$396K	2.8%	5
2017 Q4	$4.04M	Buy	16,463 +2,521	+18%	+$603K	2.74%	6
2017 Q3	$3.22M	Buy	13,942 +2,761	+25%	+$625K	1.85%	9
2017 Q2	$2.48M	Buy	11,181 +2,849	+34%	+$627K	1.59%	11
2017 Q1	$1.8M	Buy	8,332 +3,395	+69%	+$724K	1.3%	20
2016 Q4	$1.01M	Buy	+4,937	New	+$991K	0.83%	35

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Creative Financial Designs increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, buying an estimated $2.18M and bringing the position to 21,939 shares worth $15.1M. The position accounts for 0.72% of the portfolio, ranked #34.

Creative Financial Designs first reported a position in VOO in Q4 2016 and has held it in 39 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Creative Financial Designs held 21,939 shares of Vanguard S&P 500 ETF worth $15.1M as of Q2 2026.
Creative Financial Designs bought 3,264 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.18M.
Vanguard S&P 500 ETF made up 0.72% of Creative Financial Designs's portfolio in Q2 2026, its #34 holding.
Creative Financial Designs first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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