de Creative Planning Vanguard Morningstar Mid-Cap ETF VO Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 2636 M | Vender |
32,713,198
-530,358
| -2% | -USD 41.1 M | 1.54% | 13 |
|
|
2026
Q1 | USD 2387 M | Vender |
33,243,556
-417,876
| -1% | -USD 31 M | 1.62% | 11 |
|
|
2025
Q4 | USD 2442 M | Comprar |
33,661,432
+337,032
| +1% | +USD 24.5 M | 1.75% | 10 |
|
|
2025
Q3 | USD 2447 M | Vender |
33,324,400
-301,680
| -0.9% | -USD 21.7 M | 1.87% | 10 |
|
|
2025
Q2 | USD 2352 M | Comprar |
33,626,080
+778,072
| +2% | +USD 51.1 M | 2.01% | 8 |
|
|
2025
Q1 | USD 2124 M | Comprar |
32,848,008
+501,324
| +2% | +USD 33.6 M | 2% | 9 |
|
|
2024
Q4 | USD 2136 M | Vender |
32,346,684
-373,596
| -1% | -USD 25.4 M | 2.08% | 9 |
|
|
2024
Q3 | USD 2158 M | Vender |
32,720,280
-379,140
| -1% | -USD 23.8 M | 2.14% | 8 |
|
|
2024
Q2 | USD 2003 M | Comprar |
33,099,420
+101,984
| +0.3% | +USD 6.2 M | 2.14% | 7 |
|
|
2024
Q1 | USD 2061 M | Vender |
32,997,436
-358,340
| -1% | -USD 21.2 M | 2.28% | 7 |
|
|
2023
Q4 | USD 1940 M | Comprar |
33,355,776
+241,820
| +0.7% | +USD 12.9 M | 3.6% | 1 |
|
|
2023
Q3 | USD 1724 M | Comprar |
33,113,956
+123,108
| +0.4% | +USD 6.75 M | 2.3% | 9 |
|
|
2023
Q2 | USD 1816 M | Comprar |
32,990,848
+821,080
| +3% | +USD 43 M | 2.42% | 9 |
|
|
2023
Q1 | USD 1696 M | Vender |
32,169,768
-494,464
| -2% | -USD 26.3 M | 2.44% | 9 |
|
|
2022
Q4 | USD 1664 M | Vender |
32,664,232
-228,052
| -0.7% | -USD 11.6 M | 2.5% | 10 |
|
|
2022
Q3 | USD 1546 M | Comprar |
32,892,284
+271,596
| +0.8% | +USD 14.2 M | 2.67% | 10 |
|
|
2022
Q2 | USD 1606 M | Comprar |
32,620,688
+3,253,392
| +11% | +USD 176 M | 2.65% | 10 |
|
|
2022
Q1 | USD 1746 M | Comprar |
29,367,296
+1,135,972
| +4% | +USD 66.6 M | 2.7% | 10 |
|
|
2021
Q4 | USD 1798 M | Comprar |
28,231,324
+163,180
| +0.6% | +USD 10.2 M | 2.89% | 9 |
|
|
2021
Q3 | USD 1661 M | Comprar |
28,068,144
+711,992
| +3% | +USD 43 M | 2.95% | 9 |
|
|
2021
Q2 | USD 1623 M | Vender |
27,356,152
-1,573,616
| -5% | -USD 91.2 M | 2.88% | 10 |
|
|
2021
Q1 | USD 1601 M | Vender |
28,929,768
-351,816
| -1% | -USD 19.1 M | 3.23% | 7 |
|
|
2020
Q4 | USD 1514 M | Comprar |
29,281,584
+173,688
| +0.6% | +USD 8.41 M | 3.33% | 7 |
|
|
2020
Q3 | USD 1283 M | Vender |
29,107,896
-760,232
| -3% | -USD 33.1 M | 3.35% | 6 |
|
|
2020
Q2 | USD 1224 M | Comprar |
29,868,128
+122,516
| +0.4% | +USD 4.69 M | 3.54% | 6 |
|
|
2020
Q1 | USD 979 M | Vender |
29,745,612
-1,076,852
| -3% | -USD 44.6 M | 3.47% | 6 |
|
|
2019
Q4 | USD 1373 M | Vender |
30,822,464
-1,789,324
| -5% | -USD 76.8 M | 4.12% | 6 |
|
|
2019
Q3 | USD 1366 M | Vender |
32,611,788
-607,388
| -2% | -USD 25.4 M | 4.45% | 6 |
|
|
2019
Q2 | USD 1388 M | Vender |
33,219,176
-2,800,256
| -8% | -USD 115 M | 4.67% | 6 |
|
|
2019
Q1 | USD 1448 M | Vender |
36,019,432
-1,644,852
| -4% | -USD 63.3 M | 5.22% | 6 |
|
|
2018
Q4 | USD 1301 M | Vender |
37,664,284
-3,869,984
| -9% | -USD 145 M | 5.33% | 6 |
|
|
2018
Q3 | USD 1705 M | Vender |
41,534,268
-1,185,408
| -3% | -USD 48.4 M | 6.32% | 6 |
|
|
2018
Q2 | USD 1684 M | Vender |
42,719,676
-1,125,828
| -3% | -USD 44.2 M | 6.61% | 5 |
|
|
2018
Q1 | USD 1690 M | Comprar |
43,845,504
+2,476,256
| +6% | +USD 97.5 M | 6.88% | 5 |
|
|
2017
Q4 | USD 1601 M | Comprar |
41,369,248
+3,381,092
| +9% | +USD 128 M | 6.9% | 4 |
|
|
2017
Q3 | USD 1396 M | Comprar |
37,988,156
+2,669,184
| +8% | +USD 96.3 M | 6.48% | 4 |
|
|
2017
Q2 | USD 1258 M | Comprar |
35,318,972
+2,502,528
| +8% | +USD 88.4 M | 6.37% | 4 |
|
|
2017
Q1 | USD 1142 M | Comprar |
32,816,444
+2,632,456
| +9% | +USD 90.4 M | 6.24% | 4 |
|
|
2016
Q4 | USD 993 M | Comprar |
30,183,988
+1,712,668
| +6% | +USD 55.4 M | 6.05% | 4 |
|
|
2016
Q3 | USD 921 M | Comprar |
28,471,320
+1,380,756
| +5% | +USD 44.3 M | 5.87% | 5 |
|
|
2016
Q2 | USD 837 M | Comprar |
27,090,564
+1,734,416
| +7% | +USD 53 M | 6.06% | 4 |
|
|
2016
Q1 | USD 768 M | Comprar |
25,356,148
+2,089,844
| +9% | +USD 59.1 M | 5.99% | 4 |
|
|
2015
Q4 | USD 699 M | Comprar |
23,266,304
+1,595,336
| +7% | +USD 48.7 M | 5.75% | 5 |
|
|
2015
Q3 | USD 632 M | Vender |
21,670,968
-629,824
| -3% | -USD 19.6 M | 5.58% | 5 |
|
|
2015
Q2 | USD 710 M | Comprar |
22,300,792
+1,213,648
| +6% | +USD 39.4 M | 6.45% | 2 |
|
|
2015
Q1 | USD 700 M | Comprar |
21,087,144
+1,389,132
| +7% | +USD 43.7 M | 6.57% | 1 |
|
|
2014
Q4 | USD 608 M | Comprar |
19,698,012
+1,687,704
| +9% | +USD 50.9 M | 6.33% | 1 |
|
|
2014
Q3 | USD 528 M | Comprar |
18,010,308
+1,020,804
| +6% | +USD 30.3 M | 6.13% | 1 |
|
|
2014
Q2 | USD 504 M | Comprar |
16,989,504
+1,468,084
| +9% | +USD 41.9 M | 6.54% | 2 |
|
|
2014
Q1 | USD 441 M | Comprar |
15,521,420
+1,525,624
| +11% | +USD 42.3 M | 6.63% | 3 |
|
|
2013
Q4 | USD 385 M | Comprar |
13,995,796
+1,875,548
| +15% | +USD 49.9 M | 6.57% | 3 |
|
|
2013
Q3 | USD 311 M | Comprar |
12,120,248
+1,484,780
| +14% | +USD 37.2 M | 6.16% | 4 |
|
|
2013
Q2 | USD 253 M | Comprar |
+10,635,468
| Nuevas | +USD 252 M | 5.88% | 4 |
|
Otros fondos que tienen VO en su cartera
Posición de Creative Planning en VO: resumen de T2 2026
Creative Planning redujo su participación en Vanguard Morningstar Mid-Cap ETF (VO) en 1.6% durante T2 2026, al vender acciones por un valor estimado de USD 41.1 M, y conservó 32,713,198 acciones valuadas en USD 2636 M. La posición representa 1.54% de la cartera y ocupa el puesto #13.
Creative Planning reportó por primera vez una posición en VO en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 2,494 fondos que sigue Wall St. Rank mantienen una posición en VO.
- Al cierre de T2 2026, Creative Planning tenía 32,713,198 acciones de Vanguard Morningstar Mid-Cap ETF con un valor de USD 2636 M.
- Creative Planning vendió 530,358 acciones de Vanguard Morningstar Mid-Cap ETF en T2 2026, por un valor estimado de USD 41.1 M.
- Vanguard Morningstar Mid-Cap ETF representó 1.54% de la cartera de Creative Planning en T2 2026 y fue su posición número 13.
- Creative Planning reportó por primera vez una posición en Vanguard Morningstar Mid-Cap ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 2,494 fondos que sigue Wall St. Rank tenían Vanguard Morningstar Mid-Cap ETF en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.