Creative Planning
VGT icon

Creative Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Creative Planning’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$111M Buy
1,278,424
+99,472
+8% +$9.16M 0.08% 119
2025
Q4 		$111M Buy
1,178,952
+27,800
+2% +$2.64M 0.08% 112
2025
Q3 		$107M Buy
1,151,152
+24,976
+2% +$2.18M 0.08% 101
2025
Q2 		$93.4M Buy
1,126,176
+58,168
+5% +$4.23M 0.08% 102
2025
Q1 		$72.4M Buy
1,068,008
+78,896
+8% +$5.94M 0.07% 118
2024
Q4 		$76.9M Sell
989,112
-7,208
-0.7% -$554K 0.07% 107
2024
Q3 		$73M Sell
996,320
-8,640
-0.9% -$614K 0.07% 110
2024
Q2 		$72.4M Buy
1,004,960
+25,208
+3% +$1.68M 0.08% 106
2024
Q1 		$64.2M Sell
979,752
-44,400
-4% -$2.81M 0.07% 107
2023
Q4 		$62M Buy
1,024,152
+3,680
+0.4% +$205K 0.11% 105
2023
Q3 		$52.9M Buy
1,020,472
+155,080
+18% +$8.43M 0.07% 115
2023
Q2 		$47.8M Buy
865,392
+66,504
+8% +$3.34M 0.06% 120
2023
Q1 		$38.5M Sell
798,888
-9,920
-1% -$439K 0.06% 132
2022
Q4 		$32.3M Buy
808,808
+22,808
+3% +$931K 0.05% 149
2022
Q3 		$30.2M Buy
786,000
+264
+0% +$11.6K 0.05% 137
2022
Q2 		$32.1M Sell
785,736
-45,360
-5% -$2.04M 0.05% 141
2022
Q1 		$43.3M Buy
831,096
+119,360
+17% +$6.12M 0.07% 120
2021
Q4 		$40.8M Sell
711,736
-7,808
-1% -$429K 0.07% 111
2021
Q3 		$36.1M Sell
719,544
-32,120
-4% -$1.66M 0.06% 112
2021
Q2 		$37.5M Sell
751,664
-36,336
-5% -$1.71M 0.07% 109
2021
Q1 		$35.3M Buy
788,000
+13,976
+2% +$629K 0.07% 107
2020
Q4 		$34.2M Sell
774,024
-18,392
-2% -$757K 0.08% 104
2020
Q3 		$30.9M Buy
792,416
+50,944
+7% +$1.92M 0.08% 98
2020
Q2 		$25.8M Buy
741,472
+217,880
+42% +$6.8M 0.07% 99
2020
Q1 		$13.9M Sell
523,592
-56,024
-10% -$1.7M 0.05% 135
2019
Q4 		$17.7M Buy
579,616
+20,016
+4% +$573K 0.05% 132
2019
Q3 		$15.1M Buy
559,600
+632
+0.1% +$17K 0.05% 138
2019
Q2 		$14.7M Buy
558,968
+91,736
+20% +$2.37M 0.05% 137
2019
Q1 		$11.7M Buy
467,232
+6,656
+1% +$155K 0.04% 146
2018
Q4 		$9.61M Sell
460,576
-16,296
-3% -$369K 0.04% 153
2018
Q3 		$12.1M Buy
476,872
+75,728
+19% +$1.84M 0.04% 141
2018
Q2 		$9.1M Buy
401,144
+154,936
+63% +$3.48M 0.04% 167
2018
Q1 		$5.26M Buy
246,208
+4,944
+2% +$108K 0.02% 236
2017
Q4 		$4.97M Buy
241,264
+28,352
+13% +$575K 0.02% 247
2017
Q3 		$4.04M Sell
212,912
-42,200
-17% -$782K 0.02% 277
2017
Q2 		$4.49M Buy
255,112
+46,096
+22% +$812K 0.02% 239
2017
Q1 		$3.54M Buy
209,016
+88
+0% +$1.44K 0.02% 278
2016
Q4 		$3.17M Buy
208,928
+50,536
+32% +$761K 0.02% 289
2016
Q3 		$2.38M Buy
158,392
+16,928
+12% +$245K 0.02% 343
2016
Q2 		$1.89M Buy
141,464
+7,960
+6% +$107K 0.01% 346
2016
Q1 		$1.83M Sell
133,504
-18,376
-12% -$234K 0.01% 331
2015
Q4 		$2.06M Buy
151,880
+12,408
+9% +$169K 0.02% 305
2015
Q3 		$1.74M Buy
139,472
+25,992
+23% +$341K 0.02% 322
2015
Q2 		$1.51M Sell
113,480
-840
-0.7% -$11.4K 0.01% 363
2015
Q1 		$1.52M Buy
114,320
+264
+0.2% +$3.48K 0.01% 344
2014
Q4 		$1.49M Buy
114,056
+52,888
+86% +$675K 0.02% 339
2014
Q3 		$765K Buy
61,168
+9,200
+18% +$114K 0.01% 499
2014
Q2 		$629K Buy
51,968
+864
+2% +$9.97K 0.01% 551
2014
Q1 		$585K Buy
51,104
+13,496
+36% +$152K 0.01% 556
2013
Q4 		$421K Buy
37,608
+6,008
+19% +$63.7K 0.01% 567
2013
Q3 		$319K Buy
31,600
+9,152
+41% +$90K 0.01% 578
2013
Q2 		$208K Buy
+22,448
New +$208K ﹤0.01% 671

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's VGT Position: Q1 2026 in Review

Creative Planning increased its Vanguard Information Technology ETF (VGT) stake by 8.4% in Q1 2026, buying an estimated $9.16M and bringing the position to 1,278,424 shares worth $111M. The position accounts for 0.08% of the portfolio, ranked #119.

Creative Planning first reported a position in VGT in Q2 2013 and has held it in 52 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Creative Planning held 1,278,424 shares of Vanguard Information Technology ETF worth $111M as of Q1 2026.
  • Creative Planning bought 99,472 Vanguard Information Technology ETF shares in Q1 2026, an estimated $9.16M.
  • Vanguard Information Technology ETF made up 0.08% of Creative Planning's portfolio in Q1 2026, its #119 holding.
  • Creative Planning first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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