Creative Planning’s Vista Gold VGZ Stock Holding History

Creative Planning’s Portfolio VGZ Stock Details VGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$256K	Buy	+94,460	New	+$200K	﹤0.01%	3777
2019 Q4	–	Sell	-12,000	Closed	-$9K	–	2122
2019 Q3	$9K	Hold	12,000	–	–	﹤0.01%	1910
2019 Q2	$9K	Sell	12,000 -250	-2%	-$161	﹤0.01%	1941
2019 Q1	$8K	Hold	12,250	–	–	﹤0.01%	1898
2018 Q4	$6K	Sell	12,250 -1,000	-8%	-$513	﹤0.01%	1862
2018 Q3	$7K	Hold	13,250	–	–	﹤0.01%	2004
2018 Q2	$9K	Hold	13,250	–	–	﹤0.01%	1958
2018 Q1	$10K	Sell	13,250 -1,100	-8%	-$850	﹤0.01%	1935
2017 Q4	$10K	Hold	14,350	–	–	﹤0.01%	1886
2017 Q3	$11K	Sell	14,350 -5,400	-27%	-$4.35K	﹤0.01%	1857
2017 Q2	$17K	Sell	19,750 -5,525	-22%	-$5.26K	﹤0.01%	3288
2017 Q1	$26K	Buy	25,275 +5,525	+28%	+$5.71K	﹤0.01%	2953
2016 Q4	$19K	Hold	19,750	–	–	﹤0.01%	3122
2016 Q3	$21K	Buy	19,750 +1,250	+7%	+$1.55K	﹤0.01%	3038
2016 Q2	$36K	Hold	18,500	–	–	﹤0.01%	2377
2016 Q1	$9K	Hold	18,500	–	–	﹤0.01%	3304
2015 Q4	$5K	Hold	18,500	–	–	﹤0.01%	3702
2015 Q3	$6K	Buy	+18,500	New	+$5.19K	﹤0.01%	3536
2015 Q2	–	Sell	-7,500	Closed	-$2K	–	2968
2015 Q1	$2K	Hold	7,500	–	–	﹤0.01%	3911
2014 Q4	$2K	Buy	7,500 +1,000	+15%	+$324	﹤0.01%	3854
2014 Q3	$3K	Buy	+6,500	New	+$3.03K	﹤0.01%	3545

Other funds holding VGZ

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Redmond Asset Management Henrico, Virginia $338M AUM 10.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Creative Planning's VGZ Position: Q3 2026 in Review

Creative Planning opened a new position in Vista Gold (VGZ) in Q3 2026: 94,460 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #3777 among its holdings. This is a return to the name: Creative Planning previously reported a position in VGZ as recently as Q3 2019.

Creative Planning first reported a position in VGZ in Q3 2014 and has held it in 21 quarters since. 42 funds tracked by Wall St. Rank hold VGZ as of Q3 2026.

Creative Planning held 94,460 shares of Vista Gold worth $256K as of Q3 2026.
Vista Gold was a new Creative Planning position in Q3 2026.
Vista Gold made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3777 holding.
Creative Planning first reported a position in Vista Gold in Q3 2014 and has held it in 21 quarters since.
42 funds tracked by Wall St. Rank held Vista Gold as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.