Creative Planning
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Creative Planning’s Vermilion Energy VET Stock Holding History

Creative Planning’s Portfolio VET Stock Details VET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,908
Closed -$107K – 3679
2024
Q3 		$107K Hold
10,908
– – ﹤0.01% 3006
2024
Q2 		$120K Buy
+10,908
New +$130K ﹤0.01% 2806
2017
Q3 		– Sell
-550
Closed -$17K – 3651
2017
Q2 		$17K Sell
550
-366
-40% -$12.6K ﹤0.01% 3287
2017
Q1 		$34K Sell
916
-2,675
-74% -$106K ﹤0.01% 2754
2016
Q4 		$151K Sell
3,591
-200
-5% -$8.17K ﹤0.01% 1574
2016
Q3 		$147K Buy
3,791
+141
+4% +$4.96K ﹤0.01% 1593
2016
Q2 		$116K Buy
3,650
+100
+3% +$3.19K ﹤0.01% 1576
2016
Q1 		$104K Hold
3,550
– – ﹤0.01% 1607
2015
Q4 		$96K Buy
3,550
+3,000
+545% +$94.3K ﹤0.01% 1659
2015
Q3 		$18K Buy
+550
New +$18.8K ﹤0.01% 2817
2015
Q2 		– Sell
-650
Closed -$27K – 2963
2015
Q1 		$27K Sell
650
-100
-13% -$4.39K ﹤0.01% 2485
2014
Q4 		$37K Sell
750
-667
-47% -$34.7K ﹤0.01% 2198
2014
Q3 		$86K Buy
1,417
+667
+89% +$42.7K ﹤0.01% 1582
2014
Q2 		$52K Hold
750
– – ﹤0.01% 1866
2014
Q1 		$47K Buy
750
+350
+88% +$20.1K ﹤0.01% 1843
2013
Q4 		$23K Hold
400
– – ﹤0.01% 2110
2013
Q3 		$22K Buy
400
+200
+100% +$10.7K ﹤0.01% 2041
2013
Q2 		$10K Buy
+200
New +$9.96K ﹤0.01% 2287

Other funds holding VET

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's VET Position: Q4 2024 in Review

Creative Planning sold out of Vermilion Energy (VET) in Q4 2024, closing a stake of 10,908 shares — an estimated $107K sold.

Creative Planning first reported a position in VET in Q2 2013 and held it in 18 quarters. The position peaked at $151K in Q4 2016. 161 funds tracked by Wall St. Rank hold VET as of Q4 2024.

  • Creative Planning reported no remaining Vermilion Energy position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 10,908 Vermilion Energy shares in Q4 2024, an estimated $107K.
  • Creative Planning first reported a position in Vermilion Energy in Q2 2013 and held it in 18 quarters.
  • Creative Planning's Vermilion Energy position peaked at $151K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Vermilion Energy as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.