CREATIVE FINANCIAL DESIGNS INC /ADV

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 819864 KOKOMO, IN

Position in VIG

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

Position Value

$1,269,284

-$26,319 QoQ

Shares Held

5,902

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.33%

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	$1,269,284	5,902	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$1,295,603	5,895	+1.3%	Shares	Sole	2026-02-06
2025-09-30	$1,255,250	5,817	-31.1%	Shares	Sole	2025-11-12
2025-06-30	$1,728,642	8,446	-1.3%	Shares	Sole	2025-08-04
2025-03-31	$1,660,748	8,561	-0.9%	Shares	Sole	2025-04-23
2024-12-31	$1,691,579	8,638	+7.5%	Shares	Sole	2025-02-10
2024-09-30	$1,591,808	8,037	+1.2%	Shares	Sole	2024-10-28
2024-06-30	$1,449,629	7,941	0.0%	Shares	Sole	2024-08-06
2024-03-31	$1,450,106	7,941	-14.3%	Shares	Sole	2024-05-01
2023-12-31	$1,578,926	9,266	+6.3%	Shares	Sole	2024-01-10
2023-09-30	$1,354,602	8,718	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$1,408,268	8,670	-3.1%	Shares	Sole	2023-07-26
2023-03-31	$1,378,389	8,950	-2.5%	Shares	Sole	2023-04-25
2022-12-31	$1,394,438	9,183	+0.3%	Shares	Sole	2023-02-01
2022-09-30	$1,237,930	9,159	+2.2%	Shares	Sole	2022-11-01
2022-06-30	$1,286,065	8,964	-4.6%	Shares	Sole	2022-08-01
2022-03-31	$1,523,655	9,396	+26.0%	Shares	Sole	2022-04-15
2021-12-31	$1,280,568	7,456	-3.2%	Shares	Sole	2022-01-26
2021-09-30	$1,183,180	7,703	+1.1%	Shares	Sole	2021-10-08
2021-06-30	$1,179,654	7,621	-1.3%	Shares	Sole	2021-07-27
2021-03-31	$1,135,604	7,721	-5.7%	Shares	Sole	2021-04-19
2020-12-31	$1,156,041	8,189	+3.2%	Shares	Sole	2021-01-08
2020-09-30	$1,020,531	7,932	-21.4%	Shares	Sole	2020-10-06
2020-06-30	$1,181,877	10,086	+122.7%	Shares	Sole	2020-07-23
2020-03-31	$468,149	4,528	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.