CFD
VV icon

Creative Financial Designs’s Vanguard 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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Creative Financial Designs reduced its Vanguard Large-Cap ETF (VV) stake by 4.3% in Q1 2026, selling an estimated $21.3K and leaving 1,498 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #353.

Creative Financial Designs first reported a position in VV in Q3 2018 and has held it in 25 quarters since. The position peaked at $493K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Creative Financial Designs held 1,498 shares of Vanguard Large-Cap ETF worth $448K as of Q1 2026.
  • Creative Financial Designs sold 68 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $21.3K.
  • Vanguard Large-Cap ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #353 holding.
  • Creative Financial Designs first reported a position in Vanguard Large-Cap ETF in Q3 2018 and has held it in 25 quarters since.
  • Creative Financial Designs's Vanguard Large-Cap ETF position peaked at $493K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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