Creative Planning’s Vicor VICR Stock Holding History

Creative Planning’s Portfolio VICR Stock Details VICR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.41M	Buy	22,138 +7,571	+52%	+$2.07M	﹤0.01%	1012
2026 Q1	$2.35M	Buy	14,567 +5,594	+62%	+$924K	﹤0.01%	1777
2025 Q4	$983K	Buy	8,973 +3,508	+64%	+$298K	﹤0.01%	2296
2025 Q3	$272K	Buy	5,465 +281	+5%	+$13.7K	﹤0.01%	3222
2025 Q2	$235K	Buy	+5,184	New	+$232K	﹤0.01%	3100
2022 Q1	–	Sell	-1,649	Closed	-$209K	–	2448
2021 Q4	$209K	Sell	1,649 -151	-8%	-$21.4K	﹤0.01%	1845
2021 Q3	$241K	Buy	+1,800	New	+$215K	﹤0.01%	1735
2021 Q2	–	Sell	-2,740	Closed	-$233K	–	2590
2021 Q1	$233K	Buy	2,740 +400	+17%	+$37.7K	﹤0.01%	1977
2020 Q4	$216K	Buy	+2,340	New	+$197K	﹤0.01%	1842
2018 Q2	–	Sell	-77,815	Closed	-$2.22M	–	2179
2018 Q1	$2.22M	Buy	+77,815	New	+$1.67M	0.01%	440
2015 Q2	–	Sell	-13	Closed	–	–	2970
2015 Q1	$0	Hold	13	–	–	﹤0.01%	4424
2014 Q4	$0	Hold	13	–	–	﹤0.01%	4365
2014 Q3	$0	Hold	13	–	–	﹤0.01%	4168
2014 Q2	$0	Hold	13	–	–	﹤0.01%	3972
2014 Q1	$0	Hold	13	–	–	﹤0.01%	3769
2013 Q4	$0	Hold	13	–	–	﹤0.01%	3489
2013 Q3	$0	Hold	13	–	–	﹤0.01%	3366
2013 Q2	$0	Buy	+13	New	+$70	﹤0.01%	3125

Other funds holding VICR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's VICR Position: Q2 2026 in Review

Creative Planning increased its Vicor (VICR) stake by 52% in Q2 2026, buying an estimated $2.07M and bringing the position to 22,138 shares worth $8.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Creative Planning first reported a position in VICR in Q2 2013 and has held it in 18 quarters since. 515 funds tracked by Wall St. Rank hold VICR as of Q2 2026.

Creative Planning held 22,138 shares of Vicor worth $8.41M as of Q2 2026.
Creative Planning bought 7,571 Vicor shares in Q2 2026, an estimated $2.07M.
Vicor made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1012 holding.
Creative Planning first reported a position in Vicor in Q2 2013 and has held it in 18 quarters since.
515 funds tracked by Wall St. Rank held Vicor as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.