VUG — VANGUARD GROWTH INDEX FUND

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  34 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported VANGUARD GROWTH INDEX FUND (VUG) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.14% in 2024 Q3. The latest visible filing shows VUG at 1.55% 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 VUG 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 GROWTH 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

VUG was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.14% 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.

VUG stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held VUG — position size vs. price
% of Fund (quarterly)    VUG 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 58,387 +2,018 +3.6% 1.55% $25.5M 2026-04-13 $467.36
2025 Q4 ADDED 56,369 +599 +1.1% 1.73% $27.5M 2026-02-06 $468.07
2025 Q3 ADDED 55,770 +1,233 +2.3% 1.80% $26.7M 2025-11-14 (Est.) $482.49
2025 Q2 ADDED 54,537 +2,301 +4.4% 1.72% $23.9M 2025-08-04 $452.15
2025 Q1 ADDED 52,236 +2,102 +4.2% 1.55% $19.4M 2025-04-23 $358.89
2024 Q4 REDUCED 50,134 -16,035 -24.2% 1.67% $20.6M 2025-02-10 $420.35
2024 Q3 ADDED 66,169 +4,380 +7.1% 2.14% $25.4M 2024-10-28 $390.40
2024 Q2 ADDED 61,789 +46,517 +304.6% 2.06% $23.1M 2024-08-06 $342.66
2024 Q1 REDUCED 15,272 -217 -1.4% 0.50% $5.3M 2024-05-01 $325.84
2023 Q4 REDUCED 15,489 -979 -5.9% 0.49% $4.8M 2024-01-10 $308.43
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VUG

As of 2026 Q1 — sorted by position size

Cornerstone Management, Inc. 23.9% Retirement Investment Advisors, Inc. 3Y 20.69% Quantum Financial Planning Services, Inc. 20.68% TL Private Wealth 3Y 19.33% Trust Co of Tennessee 18.58% STEPHEN J. GARRY & ASSOCIATES, LLC 18.19% Rise Advisors, LLC 3Y 16.3% Performance Wealth Partners, LLC 3Y 16.15% Thayer Financial, L.L.C. 14.87% Clayton Financial Group LLC 12.73%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and VUG

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 VUG?

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

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

The largest reported portfolio weight for VUG was 2.14% in 2024 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 58,387 shares, equal to 1.55% of portfolio, with an estimated market value of $25.5M.

What does the chart on this VUG ownership page compare?

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