CREATIVE FINANCIAL DESIGNS INC /ADV VTWV — VANGUARD RUSSELL 2000 VALUE ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  15 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported VANGUARD RUSSELL 2000 VALUE ETF (VTWV) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows VTWV at 0.01% 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 VTWV 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 2000 VALUE 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

VTWV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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.

VTWV stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held VTWV — position size vs. price
% of Fund (quarterly)    VTWV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 888 — 0% 0.01% $149K 2026-04-13 $177.12
2025 Q4 UNCHANGED — — — 888 — 0% 0.01% $142K 2026-02-06 $176.25
2025 Q3 ADDED — — — 888 +1 +0.1% 0.01% $138K 2025-11-14 (Est.) $152.40
2025 Q2 UNCHANGED — — — 887 — 0% 0.01% $123K 2025-08-04 $138.74
2025 Q1 REDUCED 6.0% +4.9% ❌ 887 -57 -6.0% 0.01% $118K 2025-04-23 $123.20
2024 Q4 UNCHANGED — — — 944 — 0% 0.01% $137K 2025-02-10 $144.25
2024 Q3 ADDED — — — 944 +119 +14.4% 0.01% $139K 2024-10-28 $143.39
2024 Q2 UNCHANGED — — — 825 — 0% 0.01% $111K 2024-08-06 $132.91
2024 Q1 UNCHANGED — — — 825 — 0% 0.01% $115K 2024-05-01 $127.01
2023 Q4 UNCHANGED — — — 825 — 0% 0.01% $113K 2024-01-10 $127.22
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTWV

As of 2026 Q1 — sorted by position size

Brandywine Asset Management, Inc. 3.08% WestHill Financial Advisors, Inc. 3Y 1.86% PW Nova Financial Services LLC 1.55% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 1.38% Financial Advisory Corp 1.17% Phoenix Wealth Advisors 3Y 0.96% Morangie Management LLC 0.91% Michels Family Financial, LLC 0.52% Clear Retirement Advice LLC 0.47% Allegheny Financial Group 3Y 0.36%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and VTWV

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 VTWV?

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

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

The largest reported portfolio weight for VTWV was 0.01% in 2024 Q3.

What is the latest reported VTWV position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 888 shares, equal to 0.01% of portfolio, with an estimated market value of $149K.

What does the chart on this VTWV ownership page compare?

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

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their VTWV position?

Based on 13F filing dates vs. subsequent VTWV price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on VTWV relative to SPY over the holding period was -6.4%.

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