Creative Financial Designs’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Buy	10,079 +5,279	+110%	+$550K	0.06%	224
2025 Q4	$478K	Buy	4,800 +389	+9%	+$38.7K	0.03%	334
2025 Q3	$431K	Buy	4,411 +1,266	+40%	+$117K	0.03%	350
2025 Q2	$274K	Buy	3,145 +107	+4%	+$8.7K	0.02%	417
2025 Q1	$245K	Sell	3,038 -2,268	-43%	-$199K	0.02%	400
2024 Q4	$474K	Buy	5,306 +496	+10%	+$45.8K	0.04%	292
2024 Q3	$430K	Buy	4,810 +4,265	+783%	+$369K	0.04%	311
2024 Q2	$44.7K	Buy	545 +7	+1%	+$572	﹤0.01%	774
2024 Q1	$45.8K	Buy	538 +374	+228%	+$30.1K	﹤0.01%	751
2023 Q4	$13.3K	Sell	164 -258	-61%	-$18.7K	﹤0.01%	1010
2023 Q3	$30.1K	Buy	422 +268	+174%	+$20.3K	﹤0.01%	754
2023 Q2	$11.6K	Hold	154	–	–	﹤0.01%	972
2023 Q1	$11.1K	Hold	154	–	–	﹤0.01%	937
2022 Q4	$10.8K	Hold	154	–	–	﹤0.01%	885
2022 Q3	$10K	Hold	154	–	–	﹤0.01%	898
2022 Q2	$11K	Hold	154	–	–	﹤0.01%	859
2022 Q1	$13K	Hold	154	–	–	﹤0.01%	859
2021 Q4	$14K	Hold	154	–	–	﹤0.01%	843
2021 Q3	$14K	Hold	154	–	–	﹤0.01%	949
2021 Q2	$14K	Hold	154	–	–	﹤0.01%	951
2021 Q1	$14K	Hold	154	–	–	﹤0.01%	873
2020 Q4	$12K	Hold	154	–	–	﹤0.01%	834
2020 Q3	$9K	Sell	154 -138	-47%	-$8.37K	﹤0.01%	832
2020 Q2	$17K	Buy	+292	New	+$15.4K	0.01%	644

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Creative Financial Designs increased its Vanguard Russell 2000 ETF (VTWO) stake by 110% in Q1 2026, buying an estimated $550K and bringing the position to 10,079 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #224.

Creative Financial Designs first reported a position in VTWO in Q2 2020 and has held it in 24 quarters since. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Creative Financial Designs held 10,079 shares of Vanguard Russell 2000 ETF worth $1.01M as of Q1 2026.
Creative Financial Designs bought 5,279 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $550K.
Vanguard Russell 2000 ETF made up 0.06% of Creative Financial Designs's portfolio in Q1 2026, its #224 holding.
Creative Financial Designs first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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