VONG VANGUARD RUSSELL 1000 GROWTH ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  24 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported VANGUARD RUSSELL 1000 GROWTH ETF (VONG) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.43% in 2024 Q2. The latest visible filing shows VONG at 1.76% 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 VONG 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 RUSSELL 1000 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

VONG was reported at 1.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.43% in 2024 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.

How CREATIVE FINANCIAL DESIGNS INC /ADV held VONG — position size vs. price
% of Fund (quarterly)    VONG 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 263,711 -26,013 -9.0% 1.76% $28.9M 2026-04-13 $116.40
2025 Q4 ADDED 289,724 +3,927 +1.4% 2.22% $35.3M 2026-02-06 $117.34
2025 Q3 ADDED 285,797 +5,359 +1.9% 2.31% $34.4M 2025-11-14 (Est.) $120.91
2025 Q2 REDUCED 280,438 -113,377 -28.8% 2.20% $30.6M 2025-08-04 $112.93
2025 Q1 ADDED 393,815 +16,615 +4.4% 2.92% $36.5M 2025-04-23 $89.48
2024 Q4 ADDED 377,200 +948 +0.3% 3.17% $39.0M 2025-02-10 $105.45
2024 Q3 REDUCED 376,252 -34,791 -8.5% 3.06% $36.3M 2024-10-28 $97.97
2024 Q2 ADDED 411,043 +2,005 +0.5% 3.43% $38.6M 2024-08-06 $85.71
2024 Q1 ADDED 409,038 +9,331 +2.3% 3.35% $35.5M 2024-05-01 $81.84
2023 Q4 ADDED 399,707 +8,712 +2.2% 3.17% $31.2M 2024-01-10 $77.43
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and VONG

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 VONG?

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

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

The largest reported portfolio weight for VONG was 3.43% in 2024 Q2.

What is the latest reported VONG position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 263,711 shares, equal to 1.76% of portfolio, with an estimated market value of $28.9M.

What does the chart on this VONG ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly VONG 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.

← Back to CREATIVE FINANCIAL DESIGNS INC /ADV Holdings