Creative Financial Designs’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $456K | Buy |
3,298
+424
| +15% | +$61K | 0.03% | 350 |
|
|
2025
Q4 | $405K | Buy |
2,874
+371
| +15% | +$51.9K | 0.03% | 354 |
|
|
2025
Q3 | $345K | Buy |
2,503
+106
| +4% | +$14.1K | 0.02% | 377 |
|
|
2025
Q2 | $308K | Buy |
2,397
+151
| +7% | +$18.1K | 0.02% | 397 |
|
|
2025
Q1 | $260K | Sell |
2,246
-8
| -0.4% | -$957 | 0.02% | 389 |
|
|
2024
Q4 | $265K | Buy |
2,254
+333
| +17% | +$40K | 0.02% | 383 |
|
|
2024
Q3 | $230K | Buy |
1,921
+1,581
| +465% | +$182K | 0.02% | 416 |
|
|
2024
Q2 | $38.3K | Buy |
340
+1
| +0.3% | +$110 | ﹤0.01% | 826 |
|
|
2024
Q1 | $37.4K | Buy |
339
+1
| +0.3% | +$106 | ﹤0.01% | 807 |
|
|
2023
Q4 | $34.8K | Buy |
338
+34
| +11% | +$3.27K | ﹤0.01% | 764 |
|
|
2023
Q3 | $28.3K | Buy |
304
+1
| +0.3% | +$97 | ﹤0.01% | 775 |
|
|
2023
Q2 | $29.4K | Buy |
303
+169
| +126% | +$15.8K | ﹤0.01% | 765 |
|
|
2023
Q1 | $12.3K | Hold |
134
| – | – | ﹤0.01% | 910 |
|
|
2022
Q4 | $11.5K | Hold |
134
| – | – | ﹤0.01% | 874 |
|
|
2022
Q3 | $11K | Hold |
134
| – | – | ﹤0.01% | 879 |
|
|
2022
Q2 | $11K | Sell |
134
-17
| -11% | -$1.57K | ﹤0.01% | 858 |
|
|
2022
Q1 | $15K | Hold |
151
| – | – | ﹤0.01% | 829 |
|
|
2021
Q4 | $16K | Sell |
151
-5
| -3% | -$531 | ﹤0.01% | 813 |
|
|
2021
Q3 | $16K | Hold |
156
| – | – | ﹤0.01% | 921 |
|
|
2021
Q2 | $16K | Sell |
156
-191
| -55% | -$19.5K | ﹤0.01% | 920 |
|
|
2021
Q1 | $34K | Sell |
347
-27
| -7% | -$2.6K | 0.01% | 657 |
|
|
2020
Q4 | $35K | Sell |
374
-1
| -0.3% | -$87 | 0.01% | 588 |
|
|
2020
Q3 | $30K | Sell |
375
-1,353
| -78% | -$109K | 0.01% | 568 |
|
|
2020
Q2 | $129K | Buy |
1,728
+1,545
| +844% | +$109K | 0.04% | 248 |
|
|
2020
Q1 | $11K | Hold |
183
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $15K | Hold |
183
| – | – | 0.01% | 359 |
|
|
2019
Q3 | $13K | Hold |
183
| – | – | 0.01% | 385 |
|
|
2019
Q2 | $14K | Hold |
183
| – | – | 0.01% | 372 |
|
|
2019
Q1 | $13K | Buy |
+183
| New | +$13K | 0.01% | 363 |
|
|
2018
Q2 | – | Sell |
-39
| Closed | -$3K | – | 796 |
|
|
2018
Q1 | $3K | Sell |
39
-1,271
| -97% | -$96.3K | ﹤0.01% | 579 |
|
|
2017
Q4 | $97K | Sell |
1,310
-3,732
| -74% | -$271K | 0.07% | 171 |
|
|
2017
Q3 | $356K | Buy |
5,042
+583
| +13% | +$40.4K | 0.2% | 103 |
|
|
2017
Q2 | $300K | Sell |
4,459
-2,966
| -40% | -$198K | 0.19% | 106 |
|
|
2017
Q1 | $474K | Sell |
7,425
-18,107
| -71% | -$1.16M | 0.34% | 77 |
|
|
2016
Q4 | $1.56M | Buy |
+25,532
| New | +$1.54M | 1.27% | 21 |
|
Other funds holding VT
RIM
CA
Creative Financial Designs's VT Position: Q1 2026 in Review
Creative Financial Designs increased its Vanguard Total World Stock ETF (VT) stake by 15% in Q1 2026, buying an estimated $61K and bringing the position to 3,298 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #350.
Creative Financial Designs first reported a position in VT in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.56M in Q4 2016. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.
- Creative Financial Designs held 3,298 shares of Vanguard Total World Stock ETF worth $456K as of Q1 2026.
- Creative Financial Designs bought 424 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $61K.
- Vanguard Total World Stock ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #350 holding.
- Creative Financial Designs first reported a position in Vanguard Total World Stock ETF in Q4 2016 and has held it in 35 quarters since.
- Creative Financial Designs's Vanguard Total World Stock ETF position peaked at $1.56M in Q4 2016.
- 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.