CFD
VOOV icon

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

Creative Financial Designs’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$569K Sell
2,593
-399
-13% -$86.1K 0.03% 381
2026
Q1 		$610K Buy
2,992
+1
+0% +$209 0.04% 307
2025
Q4 		$613K Sell
2,991
-38
-1% -$7.7K 0.04% 300
2025
Q3 		$604K Sell
3,029
-49
-2% -$9.51K 0.04% 301
2025
Q2 		$581K Buy
3,078
+325
+12% +$58.5K 0.04% 302
2025
Q1 		$507K Sell
2,753
-295
-10% -$55.2K 0.04% 289
2024
Q4 		$562K Sell
3,048
-746
-20% -$143K 0.05% 269
2024
Q3 		$724K Buy
3,794
+647
+21% +$119K 0.06% 232
2024
Q2 		$553K Buy
3,147
+84
+3% +$14.8K 0.05% 262
2024
Q1 		$553K Buy
3,063
+1,069
+54% +$184K 0.05% 251
2023
Q4 		$335K Buy
1,994
+258
+15% +$40.1K 0.03% 296
2023
Q3 		$258K Hold
1,736
– – 0.03% 294
2023
Q2 		$270K Buy
1,736
+7
+0.4% +$1.04K 0.03% 295
2023
Q1 		$254K Buy
1,729
+67
+4% +$9.78K 0.03% 289
2022
Q4 		$233K Buy
1,662
+658
+66% +$90.8K 0.03% 292
2022
Q3 		$125K Buy
1,004
+765
+320% +$105K 0.02% 385
2022
Q2 		$32K Buy
239
+38
+19% +$5.43K 0.01% 637
2022
Q1 		$30K Buy
+201
New +$29.9K ﹤0.01% 683
2019
Q4 		– Sell
-1,829
Closed -$204K – 641
2019
Q3 		$204K Buy
1,829
+11
+0.6% +$1.25K 0.11% 136
2019
Q2 		$206K Buy
1,818
+10
+0.6% +$1.11K 0.11% 136
2019
Q1 		$197K Buy
1,808
+10
+0.6% +$1.06K 0.12% 121
2018
Q4 		$175K Buy
1,798
+24
+1% +$2.53K 0.13% 115
2018
Q3 		$198K Buy
1,774
+10
+0.6% +$1.11K 0.11% 122
2018
Q2 		$187K Buy
+1,764
New +$188K 0.11% 131

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Creative Financial Designs reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 13% in Q2 2026, selling an estimated $86.1K and leaving 2,593 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #381.

Creative Financial Designs first reported a position in VOOV in Q2 2018 and has held it in 24 quarters since. The position peaked at $724K in Q3 2024. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Creative Financial Designs held 2,593 shares of Vanguard S&P 500 Value ETF worth $569K as of Q2 2026.
  • Creative Financial Designs sold 399 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $86.1K.
  • Vanguard S&P 500 Value ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #381 holding.
  • Creative Financial Designs first reported a position in Vanguard S&P 500 Value ETF in Q2 2018 and has held it in 24 quarters since.
  • Creative Financial Designs's Vanguard S&P 500 Value ETF position peaked at $724K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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