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 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 $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Creative Planning's VICR Position: Q1 2026 in Review

Creative Planning increased its Vicor (VICR) stake by 62% in Q1 2026, buying an estimated $924K and bringing the position to 14,567 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Creative Planning first reported a position in VICR in Q2 2013 and has held it in 17 quarters since. 369 funds tracked by Wall St. Rank hold VICR as of Q1 2026.

Creative Planning held 14,567 shares of Vicor worth $2.35M as of Q1 2026.
Creative Planning bought 5,594 Vicor shares in Q1 2026, an estimated $924K.
Vicor made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1777 holding.
Creative Planning first reported a position in Vicor in Q2 2013 and has held it in 17 quarters since.
369 funds tracked by Wall St. Rank held Vicor as of Q1 2026.

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