CREATIVE FINANCIAL DESIGNS INC /ADV

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 819864 KOKOMO, IN

Position in VB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$3,201,972

-$24,208 QoQ

Shares Held

12,225

-2.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,201,972	12,225	-2.3%	Shares	Sole	2026-04-13
2025-12-31	$3,226,180	12,507	+12.8%	Shares	Sole	2026-02-06
2025-09-30	$2,820,473	11,092	-3.7%	Shares	Sole	2025-11-12
2025-06-30	$2,730,483	11,522	+5.7%	Shares	Sole	2025-08-04
2025-03-31	$2,416,631	10,898	+2.7%	Shares	Sole	2025-04-23
2024-12-31	$2,550,572	10,615	+10.9%	Shares	Sole	2025-02-10
2024-09-30	$2,271,522	9,576	+13.6%	Shares	Sole	2024-10-28
2024-06-30	$1,838,513	8,432	+0.2%	Shares	Sole	2024-08-06
2024-03-31	$1,923,356	8,414	+2.1%	Shares	Sole	2024-05-01
2023-12-31	$1,757,839	8,240	-3.7%	Shares	Sole	2024-01-10
2023-09-30	$1,617,871	8,557	+6.2%	Shares	Sole	2023-11-14
2023-06-30	$1,603,053	8,060	+2.5%	Shares	Sole	2023-07-26
2023-03-31	$1,489,941	7,860	-5.7%	Shares	Sole	2023-04-25
2022-12-31	$1,529,438	8,333	+2.7%	Shares	Sole	2023-02-01
2022-09-30	$1,386,592	8,113	+20.0%	Shares	Sole	2022-11-01
2022-06-30	$1,190,679	6,761	+26.1%	Shares	Sole	2022-08-01
2022-03-31	$1,139,532	5,362	+3.5%	Shares	Sole	2022-04-15
2021-12-31	$1,171,183	5,182	+51.1%	Shares	Sole	2022-01-26
2021-09-30	$750,038	3,430	+17.2%	Shares	Sole	2021-10-08
2021-06-30	$659,169	2,926	-39.5%	Shares	Sole	2021-07-27
2021-03-31	$1,035,933	4,839	+6.5%	Shares	Sole	2021-04-19
2020-12-31	$884,236	4,542	+66.8%	Shares	Sole	2021-01-08
2020-09-30	$418,797	2,723	+4.1%	Shares	Sole	2020-10-06
2020-06-30	$381,057	2,615	+378.1%	Shares	Sole	2020-07-23
2020-03-31	$63,145	547	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.