Creative Financial Designs’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.9M	Sell	335,461 -14,861	-4%	-$1.25M	1.38%	11
2026 Q1	$25.5M	Buy	350,322 +12,108	+4%	+$942K	1.55%	11
2025 Q4	$27.5M	Buy	338,214 +3,594	+1%	+$292K	1.73%	10
2025 Q3	$26.7M	Buy	334,620 +7,398	+2%	+$565K	1.8%	8
2025 Q2	$23.9M	Buy	327,222 +13,806	+4%	+$909K	1.72%	9
2025 Q1	$19.4M	Buy	313,416 +12,612	+4%	+$850K	1.55%	17
2024 Q4	$20.6M	Sell	300,804 -96,210	-24%	-$6.46M	1.67%	13
2024 Q3	$25.4M	Buy	397,014 +26,280	+7%	+$1.63M	2.14%	8
2024 Q2	$23.1M	Buy	370,734 +279,102	+305%	+$16.3M	2.06%	9
2024 Q1	$5.26M	Sell	91,632 -1,302	-1%	-$71.6K	0.5%	48
2023 Q4	$4.82M	Sell	92,934 -5,874	-6%	-$284K	0.49%	47
2023 Q3	$4.48M	Buy	98,808 +5,148	+5%	+$243K	0.52%	43
2023 Q2	$4.42M	Sell	93,660 -1,140	-1%	-$49.4K	0.52%	44
2023 Q1	$3.94M	Sell	94,800 -17,718	-16%	-$689K	0.52%	43
2022 Q4	$4M	Buy	112,518 +8,958	+9%	+$330K	0.59%	40
2022 Q3	$3.69M	Buy	103,560 +5,802	+6%	+$233K	0.6%	37
2022 Q2	$3.63M	Buy	97,758 +3,294	+3%	+$135K	0.6%	39
2022 Q1	$4.53M	Sell	94,464 -13,008	-12%	-$615K	0.69%	35
2021 Q4	$5.75M	Buy	107,472 +1,110	+1%	+$57.8K	0.87%	27
2021 Q3	$5.14M	Sell	106,362 -1,734	-2%	-$86.3K	0.85%	27
2021 Q2	$5.17M	Sell	108,096 -1,986	-2%	-$90.2K	0.9%	26
2021 Q1	$4.72M	Sell	110,082 -2,808	-2%	-$120K	0.92%	25
2020 Q4	$4.77M	Sell	112,890 -4,464	-4%	-$178K	1.02%	27
2020 Q3	$4.45M	Buy	117,354 +858	+0.7%	+$31.7K	1.1%	25
2020 Q2	$3.92M	Buy	116,496 +113,604	+3,928%	+$3.49M	1.19%	18
2020 Q1	$76K	Sell	2,892 -4,824	-63%	-$144K	0.04%	193
2019 Q4	$238K	Sell	7,716 -1,560	-17%	-$45K	0.11%	136
2019 Q3	$250K	Buy	9,276 +282	+3%	+$7.82K	0.13%	124
2019 Q2	$249K	Sell	8,994 -918	-9%	-$24.5K	0.14%	121
2019 Q1	$258K	Sell	9,912 -2,034	-17%	-$50.2K	0.15%	102
2018 Q4	$267K	Sell	11,946 -67,554	-85%	-$1.64M	0.19%	91
2018 Q3	$2.13M	Sell	79,500 -13,158	-14%	-$344K	1.23%	22
2018 Q2	$2.31M	Buy	92,658 +522	+0.6%	+$12.8K	1.36%	18
2018 Q1	$2.18M	Sell	92,136 -3,822	-4%	-$93.2K	1.4%	18
2017 Q4	$2.25M	Sell	95,958 -16,572	-15%	-$380K	1.53%	14
2017 Q3	$2.49M	Buy	112,530 +1,044	+0.9%	+$22.7K	1.43%	13
2017 Q2	$2.36M	Buy	111,486 +444	+0.4%	+$9.3K	1.51%	14
2017 Q1	$2.25M	Buy	111,042 +1,776	+2%	+$35K	1.62%	13
2016 Q4	$2.03M	Buy	+109,266	New	+$2.02M	1.66%	15

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Creative Financial Designs reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.2% in Q2 2026, selling an estimated $1.25M and leaving 335,461 shares worth $28.9M. The position accounts for 1.38% of the portfolio, ranked #11.

Creative Financial Designs first reported a position in VUG in Q4 2016 and has held it in 39 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Creative Financial Designs held 335,461 shares of Vanguard Morningstar Growth ETF worth $28.9M as of Q2 2026.
Creative Financial Designs sold 14,861 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.25M.
Vanguard Morningstar Growth ETF made up 1.38% of Creative Financial Designs's portfolio in Q2 2026, its #11 holding.
Creative Financial Designs first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 39 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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