Creative Financial Designs’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$548K	Buy	1,592 +94	+6%	+$31.4K	0.03%	392
2026 Q1	$448K	Sell	1,498 -68	-4%	-$21.3K	0.03%	353
2025 Q4	$493K	Buy	1,566 +8	+0.5%	+$2.5K	0.03%	328
2025 Q3	$480K	Sell	1,558 -25	-2%	-$7.4K	0.03%	332
2025 Q2	$452K	Sell	1,583 -21	-1%	-$5.53K	0.03%	334
2025 Q1	$412K	Sell	1,604 -59	-4%	-$16K	0.03%	313
2024 Q4	$449K	Sell	1,663 -133	-7%	-$36K	0.04%	300
2024 Q3	$473K	Sell	1,796 -138	-7%	-$35K	0.04%	297
2024 Q2	$483K	Buy	1,934 +27	+1%	+$6.49K	0.04%	277
2024 Q1	$457K	Sell	1,907 -30	-2%	-$6.86K	0.04%	274
2023 Q4	$422K	Buy	1,937 +18	+0.9%	+$3.68K	0.04%	262
2023 Q3	$376K	Buy	1,919 +126	+7%	+$25.7K	0.04%	251
2023 Q2	$363K	Buy	1,793 +540	+43%	+$104K	0.04%	254
2023 Q1	$234K	Sell	1,253 -94	-7%	-$17.1K	0.03%	307
2022 Q4	$235K	Hold	1,347	–	–	0.03%	288
2022 Q3	$220K	Sell	1,347 -44	-3%	-$8K	0.04%	281
2022 Q2	$240K	Buy	1,391 +441	+46%	+$82.8K	0.04%	268
2022 Q1	$198K	Sell	950 -132	-12%	-$27.1K	0.03%	303
2021 Q4	$239K	Buy	+1,082	New	+$232K	0.04%	275
2021 Q3	–	Sell	-130	Closed	-$26K	–	1458
2021 Q2	$26K	Buy	+130	New	+$25.4K	﹤0.01%	786
2021 Q1	–	Sell	-133	Closed	-$23K	–	1368
2020 Q4	$23K	Buy	+133	New	+$22.1K	﹤0.01%	692
2019 Q4	–	Sell	-108	Closed	-$14K	–	643
2019 Q3	$14K	Hold	108	–	–	0.01%	376
2019 Q2	$15K	Hold	108	–	–	0.01%	363
2019 Q1	$14K	Hold	108	–	–	0.01%	352
2018 Q4	$12K	Hold	108	–	–	0.01%	346
2018 Q3	$14K	Buy	+108	New	+$14.1K	0.01%	394

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Creative Financial Designs increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.3% in Q2 2026, buying an estimated $31.4K and bringing the position to 1,592 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #392.

Creative Financial Designs first reported a position in VV in Q3 2018 and has held it in 26 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Creative Financial Designs held 1,592 shares of Vanguard Morningstar Large-Cap ETF worth $548K as of Q2 2026.
Creative Financial Designs bought 94 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $31.4K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #392 holding.
Creative Financial Designs first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and has held it in 26 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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