Creative Financial Designs’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.69M Buy
5,278
+263
+5% +$88.2K 0.1% 167
2025
Q4
$1.68M Buy
5,015
+1,619
+48% +$539K 0.11% 170
2025
Q3
$1.11M Sell
3,396
-287
-8% -$90.7K 0.07% 216
2025
Q2
$1.12M Buy
3,683
+128
+4% +$36K 0.08% 201
2025
Q1
$977K Sell
3,555
-474
-12% -$138K 0.08% 199
2024
Q4
$1.17M Buy
4,029
+175
+5% +$51.1K 0.09% 180
2024
Q3
$1.09M Buy
3,854
+495
+15% +$135K 0.09% 184
2024
Q2
$899K Buy
3,359
+444
+15% +$115K 0.08% 190
2024
Q1
$758K Buy
2,915
+66
+2% +$16.3K 0.07% 199
2023
Q4
$676K Buy
2,849
+330
+13% +$73K 0.07% 202
2023
Q3
$535K Buy
2,519
+1,254
+99% +$278K 0.06% 203
2023
Q2
$279K Buy
1,265
+60
+5% +$12.5K 0.03% 288
2023
Q1
$246K Buy
1,205
+268
+29% +$53.6K 0.03% 294
2022
Q4
$179K Sell
937
-224
-19% -$43.2K 0.03% 329
2022
Q3
$208K Sell
1,161
-503
-30% -$100K 0.03% 288
2022
Q2
$314K Buy
1,664
+482
+41% +$99K 0.05% 239
2022
Q1
$269K Buy
1,182
+227
+24% +$51K 0.04% 252
2021
Q4
$231K Buy
955
+209
+28% +$49.3K 0.03% 282
2021
Q3
$166K Sell
746
-171
-19% -$39K 0.03% 340
2021
Q2
$204K Sell
917
-38
-4% -$8.25K 0.04% 287
2021
Q1
$197K Sell
955
-126
-12% -$25.5K 0.04% 275
2020
Q4
$210K Buy
1,081
+574
+113% +$105K 0.04% 245
2020
Q3
$86K Sell
507
-224
-31% -$37.7K 0.02% 372
2020
Q2
$114K Buy
731
+259
+55% +$38.2K 0.03% 265
2020
Q1
$61K Buy
472
+380
+413% +$58.8K 0.03% 209
2019
Q4
$15K Sell
92
-238
-72% -$37.3K 0.01% 360
2019
Q3
$48K Buy
330
+129
+64% +$19.4K 0.03% 240
2019
Q2
$31K Sell
201
-2,128
-91% -$313K 0.02% 273
2019
Q1
$337K Sell
2,329
-91
-4% -$12.7K 0.2% 88
2018
Q4
$309K Sell
2,420
-382
-14% -$52.7K 0.22% 81
2018
Q3
$419K Buy
2,802
+65
+2% +$9.57K 0.24% 80
2018
Q2
$384K Hold
2,737
0.23% 89
2018
Q1
$371K Sell
2,737
-77
-3% -$10.8K 0.24% 86
2017
Q4
$386K Sell
2,814
-121
-4% -$16.2K 0.26% 83
2017
Q3
$380K Sell
2,935
-295
-9% -$37.4K 0.22% 99
2017
Q2
$402K Buy
3,230
+2,172
+205% +$268K 0.26% 90
2017
Q1
$128K Sell
1,058
-2,403
-69% -$288K 0.09% 163
2016
Q4
$399K Buy
+3,461
New +$389K 0.33% 74

Other funds holding VTI

Creative Financial Designs's VTI Position: Q1 2026 in Review

Creative Financial Designs increased its Vanguard Total Stock Market ETF (VTI) stake by 5.2% in Q1 2026, buying an estimated $88.2K and bringing the position to 5,278 shares worth $1.69M. The position accounts for 0.1% of the portfolio, ranked #167.

Creative Financial Designs first reported a position in VTI in Q4 2016 and has held it in 38 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Creative Financial Designs held 5,278 shares of Vanguard Total Stock Market ETF worth $1.69M as of Q1 2026.
  • Creative Financial Designs bought 263 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $88.2K.
  • Vanguard Total Stock Market ETF made up 0.1% of Creative Financial Designs's portfolio in Q1 2026, its #167 holding.
  • Creative Financial Designs first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.