VPU — VANGUARD UTILITIES INDEX FUND

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

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported VANGUARD UTILITIES INDEX FUND (VPU) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.29% in 2026 Q1. The latest visible filing shows VPU at 1.29% 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 VPU 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 UTILITIES INDEX FUND, 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

VPU was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2026 Q1

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.

VPU stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held VPU — position size vs. price
% of Fund (quarterly)    VPU 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 ADDED 106,745 +3,073 +3.0% 1.29% $21.2M 2026-04-13 $200.25
2025 Q4 ADDED 103,672 +4,047 +4.1% 1.21% $19.2M 2026-02-06 $186.88
2025 Q3 ADDED 99,625 +5,185 +5.5% 1.27% $18.9M 2025-11-14 (Est.) $189.70
2025 Q2 ADDED 94,440 +5,595 +6.3% 1.20% $16.7M 2025-08-04 $184.79
2025 Q1 ADDED 88,845 +7,020 +8.6% 1.21% $15.2M 2025-04-23 $165.23
2024 Q4 ADDED 81,825 +71,791 +715.5% 1.09% $13.4M 2025-02-10 $164.66
2024 Q3 ADDED 10,034 +91 +0.9% 0.15% $1.7M 2024-10-28 $167.01
2024 Q2 REDUCED 9,943 -554 -5.3% 0.13% $1.5M 2024-08-06 $150.26
2024 Q1 ADDED 10,497 +400 +4.0% 0.14% $1.5M 2024-05-01 $138.21
2023 Q4 ADDED 10,097 +994 +10.9% 0.14% $1.4M 2024-01-10 $130.21
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VPU

As of 2026 Q1 — sorted by position size

Retireful, LLC 3Y 3.19% Dougherty & Associates, LLC 2.6% STAPP WEALTH MANAGEMENT, PLLC 3Y 1.98% FFG RETIREMENT ADVISORS LLC 1.87% Calder Financial LLC 1.63% Pinnacle Wealth Management Group, Inc. 3Y 1.61% Sulzberger Capital Advisors, Inc. 1.21% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 1.15% North Forty Two & Co. 1.09% Piscataqua Savings Bank 3Y 0.84%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and VPU

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 VPU?

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

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

The largest reported portfolio weight for VPU was 1.29% in 2026 Q1.

What is the latest reported VPU position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 106,745 shares, equal to 1.29% of portfolio, with an estimated market value of $21.2M.

What does the chart on this VPU ownership page compare?

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