Creative Planning
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Creative Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Creative Planning’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$533M Sell
2,035,636
-90,108
-4% -$24.4M 0.36% 42
2025
Q4 		$548M Buy
2,125,744
+160,780
+8% +$41.2M 0.39% 42
2025
Q3 		$500M Sell
1,964,964
-476
-0% -$118K 0.38% 41
2025
Q2 		$466M Sell
1,965,440
-33,107
-2% -$7.39M 0.4% 40
2025
Q1 		$443M Buy
1,998,547
+103,796
+5% +$24.8M 0.42% 40
2024
Q4 		$455M Buy
1,894,751
+14,409
+0.8% +$3.55M 0.44% 39
2024
Q3 		$446M Buy
1,880,342
+10,410
+0.6% +$2.37M 0.44% 40
2024
Q2 		$408M Buy
1,869,932
+46,359
+3% +$10.2M 0.44% 39
2024
Q1 		$417M Sell
1,823,573
-32,092
-2% -$6.9M 0.46% 39
2023
Q4 		$396M Sell
1,855,665
-19,552
-1% -$3.77M 0.73% 32
2023
Q3 		$355M Buy
1,875,217
+16,141
+0.9% +$3.22M 0.47% 38
2023
Q2 		$370M Buy
1,859,076
+5,166
+0.3% +$976K 0.49% 35
2023
Q1 		$351M Sell
1,853,910
-50,658
-3% -$9.82M 0.51% 34
2022
Q4 		$350M Buy
1,904,568
+7,998
+0.4% +$1.48M 0.53% 33
2022
Q3 		$324M Sell
1,896,570
-122,034
-6% -$23M 0.56% 32
2022
Q2 		$355M Buy
2,018,604
+166,842
+9% +$32.2M 0.59% 31
2022
Q1 		$394M Buy
1,851,762
+59,054
+3% +$12.4M 0.61% 31
2021
Q4 		$405M Buy
1,792,708
+10,552
+0.6% +$2.4M 0.65% 31
2021
Q3 		$390M Sell
1,782,156
-439,617
-20% -$97.7M 0.69% 28
2021
Q2 		$501M Buy
2,221,773
+820,378
+59% +$182M 0.89% 23
2021
Q1 		$300M Buy
1,401,395
+31,211
+2% +$6.58M 0.6% 32
2020
Q4 		$267M Buy
1,370,184
+116,592
+9% +$20.6M 0.59% 31
2020
Q3 		$193M Buy
1,253,592
+50,112
+4% +$7.7M 0.5% 33
2020
Q2 		$175M Buy
1,203,480
+53,470
+5% +$7.18M 0.51% 36
2020
Q1 		$133M Buy
1,150,010
+155,051
+16% +$23.3M 0.47% 38
2019
Q4 		$165M Buy
994,959
+33,195
+3% +$5.29M 0.49% 30
2019
Q3 		$148M Buy
961,764
+19,136
+2% +$2.97M 0.48% 30
2019
Q2 		$148M Buy
942,628
+39,467
+4% +$6.1M 0.5% 29
2019
Q1 		$138M Sell
903,161
-2,758
-0.3% -$410K 0.5% 27
2018
Q4 		$120M Buy
905,919
+5,223
+0.6% +$760K 0.49% 26
2018
Q3 		$146M Sell
900,696
-9,287
-1% -$1.5M 0.54% 27
2018
Q2 		$142M Sell
909,983
-12,976
-1% -$1.99M 0.56% 27
2018
Q1 		$136M Sell
922,959
-19,995
-2% -$2.99M 0.55% 27
2017
Q4 		$139M Buy
942,954
+3,891
+0.4% +$563K 0.6% 26
2017
Q3 		$133M Sell
939,063
-8,095
-0.9% -$1.1M 0.62% 26
2017
Q2 		$128M Sell
947,158
-13,517
-1% -$1.81M 0.65% 25
2017
Q1 		$128M Buy
960,675
+7,127
+0.7% +$943K 0.7% 25
2016
Q4 		$123M Sell
953,548
-80,727
-8% -$10M 0.75% 23
2016
Q3 		$126M Sell
1,034,275
-37,922
-4% -$4.59M 0.8% 24
2016
Q2 		$124M Sell
1,072,197
-66,800
-6% -$7.59M 0.9% 24
2016
Q1 		$127M Buy
1,138,997
+8,045
+0.7% +$833K 0.99% 24
2015
Q4 		$125M Sell
1,130,952
-26,994
-2% -$3.06M 1.03% 23
2015
Q3 		$125M Sell
1,157,946
-32,616
-3% -$3.81M 1.1% 23
2015
Q2 		$145M Sell
1,190,562
-56,346
-5% -$6.92M 1.31% 19
2015
Q1 		$153M Sell
1,246,908
-28,016
-2% -$3.32M 1.44% 17
2014
Q4 		$149M Sell
1,274,924
-55,188
-4% -$6.28M 1.55% 16
2014
Q3 		$147M Sell
1,330,112
-36,722
-3% -$4.21M 1.71% 16
2014
Q2 		$160M Buy
1,366,834
+13,894
+1% +$1.55M 2.08% 11
2014
Q1 		$153M Buy
1,352,940
+86,301
+7% +$9.56M 2.3% 11
2013
Q4 		$139M Buy
1,266,639
+140,736
+12% +$15M 2.38% 11
2013
Q3 		$115M Buy
1,125,903
+132,970
+13% +$13.3M 2.29% 12
2013
Q2 		$93M Buy
+992,933
New +$91.8M 2.16% 14

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning's VB Position: Q1 2026 in Review

Creative Planning reduced its Vanguard Small-Cap ETF (VB) stake by 4.2% in Q1 2026, selling an estimated $24.4M and leaving 2,035,636 shares worth $533M. The position accounts for 0.36% of the portfolio, ranked #42.

Creative Planning first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $548M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Creative Planning held 2,035,636 shares of Vanguard Small-Cap ETF worth $533M as of Q1 2026.
  • Creative Planning sold 90,108 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $24.4M.
  • Vanguard Small-Cap ETF made up 0.36% of Creative Planning's portfolio in Q1 2026, its #42 holding.
  • Creative Planning first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Vanguard Small-Cap ETF position peaked at $548M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

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