Creative Planning’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Creative Planning’s Portfolio VIOG Stock Details VIOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$303K	Buy	2,434 +111	+5%	+$14.2K	﹤0.01%	3422
2025 Q4	$282K	Buy	2,323 +495	+27%	+$60.2K	﹤0.01%	3288
2025 Q3	$223K	Buy	+1,828	New	+$217K	﹤0.01%	3381
2024 Q4	–	Sell	-1,681	Closed	-$201K	–	3680
2024 Q3	$201K	Buy	+1,681	New	+$195K	﹤0.01%	2831
2024 Q2	–	Sell	-2,802	Closed	-$315K	–	3178
2024 Q1	$315K	Sell	2,802 -82	-3%	-$8.8K	﹤0.01%	2211
2023 Q4	$310K	Sell	2,884 -1	-0%	-$97	﹤0.01%	2066
2023 Q3	$272K	Sell	2,885 -218	-7%	-$21.6K	﹤0.01%	2016
2023 Q2	$308K	Buy	3,103 +36	+1%	+$3.39K	﹤0.01%	1896
2023 Q1	$291K	Buy	3,067 +725	+31%	+$70.4K	﹤0.01%	1841
2022 Q4	$218K	Buy	+2,342	New	+$222K	﹤0.01%	1967
2022 Q2	–	Sell	-1,958	Closed	-$211K	–	2551
2022 Q1	$211K	Hold	1,958	–	–	﹤0.01%	1864
2021 Q4	$234K	Buy	+1,958	New	+$230K	﹤0.01%	1785
2021 Q2	–	Sell	-2,400	Closed	-$265K	–	2591
2021 Q1	$265K	Buy	2,400 +12	+0.5%	+$1.31K	﹤0.01%	1870
2020 Q4	$235K	Buy	+2,388	New	+$210K	﹤0.01%	1775
2020 Q1	–	Sell	-3,196	Closed	-$265K	–	2088
2019 Q4	$265K	Sell	3,196 -2,630	-45%	-$209K	﹤0.01%	1477
2019 Q3	$447K	Buy	5,826 +860	+17%	+$66.7K	﹤0.01%	1135
2019 Q2	$389K	Buy	4,966 +262	+6%	+$20.2K	﹤0.01%	1216
2019 Q1	$361K	Buy	4,704 +682	+17%	+$51.8K	﹤0.01%	1226
2018 Q4	$278K	Buy	4,022 +558	+16%	+$42.7K	﹤0.01%	1278
2018 Q3	$300K	Buy	+3,464	New	+$299K	﹤0.01%	1394
2017 Q3	–	Sell	-296	Closed	-$20K	–	3655
2017 Q2	$20K	Sell	296 -1,010	-77%	-$66.6K	﹤0.01%	3190
2017 Q1	$86K	Buy	+1,306	New	+$84.8K	﹤0.01%	2057
2016 Q4	–	Sell	-200	Closed	-$12K	–	4854
2016 Q3	$12K	Buy	+200	New	+$11.6K	﹤0.01%	3410
2015 Q4	–	Sell	-850	Closed	-$44K	–	4594
2015 Q3	$44K	Buy	+850	New	+$46.7K	﹤0.01%	2135

Other funds holding VIOG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Creative Planning's VIOG Position: Q1 2026 in Review

Creative Planning increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 4.8% in Q1 2026, buying an estimated $14.2K and bringing the position to 2,434 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

Creative Planning first reported a position in VIOG in Q3 2015 and has held it in 24 quarters since. The position peaked at $447K in Q3 2019. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

Creative Planning held 2,434 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $303K as of Q1 2026.
Creative Planning bought 111 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $14.2K.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3422 holding.
Creative Planning first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2015 and has held it in 24 quarters since.
Creative Planning's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $447K in Q3 2019.
178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

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