VIOG — VANGUARD S&P SMALL-CAP 600 GROWTH ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  21 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported VANGUARD S&P SMALL-CAP 600 GROWTH ETF (VIOG) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows VIOG at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in VANGUARD S&P SMALL-CAP 600 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VIOG was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIOG stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held VIOG — position size vs. price
% of Fund (quarterly)    VIOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,216 -1 -0.0% 0.08% $1.4M 2026-04-13 $133.23
2025 Q4 REDUCED 11,217 -71 -0.6% 0.09% $1.4M 2026-02-06 $131.17
2025 Q3 REDUCED 11,288 -11,116 -49.6% 0.09% $1.4M 2025-11-14 (Est.) $117.43
2025 Q2 ADDED 22,404 +11,367 +103.0% 0.18% $2.6M 2025-08-04 $114.06
2025 Q1 ADDED 11,037 +626 +6.0% 0.09% $1.2M 2025-04-23 $100.63
2024 Q4 ADDED 10,411 +1,253 +13.7% 0.10% $1.2M 2025-02-10 $118.78
2024 Q3 ADDED 9,158 +1,408 +18.2% 0.09% $1.1M 2024-10-28 $116.56
2024 Q2 ADDED 7,750 +2,565 +49.5% 0.08% $854K 2024-08-06 $109.81
2024 Q1 ADDED 5,185 +1,209 +30.4% 0.06% $583K 2024-05-01 $105.02
2023 Q4 ADDED 3,976 +3,956 +19780.0% 0.04% $428K 2024-01-10 $102.31
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIOG

As of 2026 Q1 — sorted by position size

Code Waechter LLC 4.06% Crescent Sterling, Ltd. 3Y 1.06% Bank of New Hampshire 3Y 0.37% RIVERSEDGE ADVISORS, LLC 3Y 0.16% SILVERLAKE WEALTH MANAGEMENT LLC 3Y 0.09% Naviter Wealth, LLC 3Y 0.09% ARCADIA INVESTMENT ADVISORS LLC 0.06% Heartwood Wealth Advisors LLC 3Y 0.03% CoreCap Advisors, LLC 3Y 0.01% Hilltop National Bank 0.01%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and VIOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning VIOG?

CREATIVE FINANCIAL DESIGNS INC /ADV reported VIOG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VIOG position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for VIOG was 0.18% in 2025 Q2.

What is the latest reported VIOG position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 11,216 shares, equal to 0.08% of portfolio, with an estimated market value of $1.4M.

What does the chart on this VIOG ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly VIOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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