Creative Planning
BBH icon

Creative Planning’s VanEck Biotech ETF BBH Stock Holding History

Creative Planning’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Sell
1,251
-142
-10% -$27.4K ﹤0.01% 3620
2025
Q4 		$264K Buy
1,393
+2
+0.1% +$370 ﹤0.01% 3338
2025
Q3 		$231K Buy
1,391
+15
+1% +$2.45K ﹤0.01% 3357
2025
Q2 		$211K Sell
1,376
-367
-21% -$54.7K ﹤0.01% 3179
2025
Q1 		$274K Sell
1,743
-366
-17% -$59.4K ﹤0.01% 2839
2024
Q4 		$331K Buy
2,109
+265
+14% +$44.6K ﹤0.01% 2575
2024
Q3 		$327K Sell
1,844
-92
-5% -$16.3K ﹤0.01% 2451
2024
Q2 		$326K Buy
1,936
+41
+2% +$6.71K ﹤0.01% 2281
2024
Q1 		$315K Buy
1,895
+264
+16% +$43.7K ﹤0.01% 2210
2023
Q4 		$270K Buy
1,631
+1,156
+243% +$178K ﹤0.01% 2164
2023
Q3 		$74K Buy
+475
New +$75.9K ﹤0.01% 2435
2022
Q4 		– Sell
-1,501
Closed -$211K – 2499
2022
Q3 		$211K Buy
1,501
+100
+7% +$15.1K ﹤0.01% 1871
2022
Q2 		$204K Sell
1,401
-60
-4% -$8.94K ﹤0.01% 1870
2022
Q1 		$237K Sell
1,461
-364
-20% -$59K ﹤0.01% 1786
2021
Q4 		$346K Buy
1,825
+275
+18% +$53K ﹤0.01% 1523
2021
Q3 		$313K Buy
1,550
+5
+0.3% +$1.05K ﹤0.01% 1566
2021
Q2 		$312K Sell
1,545
-50
-3% -$9.31K ﹤0.01% 1540
2021
Q1 		$280K Sell
1,595
-193
-11% -$34.9K ﹤0.01% 1835
2020
Q4 		$303K Buy
1,788
+137
+8% +$22.6K ﹤0.01% 1629
2020
Q3 		$268K Buy
1,651
+372
+29% +$60.5K ﹤0.01% 1493
2020
Q2 		$208K Buy
+1,279
New +$194K ﹤0.01% 1502
2017
Q4 		– Sell
-18,016
Closed -$2.42M – 1908
2017
Q3 		$2.42M Sell
18,016
-29
-0.2% -$3.78K 0.01% 405
2017
Q2 		$2.27M Sell
18,045
-85
-0.5% -$10.2K 0.01% 406
2017
Q1 		$2.16M Buy
18,130
+30
+0.2% +$3.51K 0.01% 398
2016
Q4 		$1.95M Hold
18,100
– – 0.01% 415
2016
Q3 		$2.08M Sell
18,100
-3,500
-16% -$399K 0.01% 371
2016
Q2 		$2.21M Sell
21,600
-188
-0.9% -$20.1K 0.02% 313
2016
Q1 		$2.26M Buy
21,788
+1,200
+6% +$125K 0.02% 289
2015
Q4 		$2.61M Sell
20,588
-300
-1% -$36.8K 0.02% 257
2015
Q3 		$2.39M Sell
20,888
-2,201
-10% -$291K 0.02% 260
2015
Q2 		$3.11M Buy
23,089
+3,894
+20% +$518K 0.03% 209
2015
Q1 		$2.49M Buy
19,195
+1,600
+9% +$201K 0.02% 242
2014
Q4 		$2.03M Sell
17,595
-211
-1% -$23.8K 0.02% 267
2014
Q3 		$1.89M Sell
17,806
-100
-0.6% -$10.1K 0.02% 255
2014
Q2 		$1.71M Buy
17,906
+100
+0.6% +$8.96K 0.02% 258
2014
Q1 		$1.62M Buy
+17,806
New +$1.73M 0.02% 242
2013
Q4 		– Sell
-75
Closed -$6K – 3313
2013
Q3 		$6K Buy
+75
New +$5.89K ﹤0.01% 2650

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Creative Planning's BBH Position: Q1 2026 in Review

Creative Planning reduced its VanEck Biotech ETF (BBH) stake by 10% in Q1 2026, selling an estimated $27.4K and leaving 1,251 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Creative Planning first reported a position in BBH in Q3 2013 and has held it in 37 quarters since. The position peaked at $3.11M in Q2 2015. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

  • Creative Planning held 1,251 shares of VanEck Biotech ETF worth $235K as of Q1 2026.
  • Creative Planning sold 142 VanEck Biotech ETF shares in Q1 2026, an estimated $27.4K.
  • VanEck Biotech ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3620 holding.
  • Creative Planning first reported a position in VanEck Biotech ETF in Q3 2013 and has held it in 37 quarters since.
  • Creative Planning's VanEck Biotech ETF position peaked at $3.11M in Q2 2015.
  • 112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.