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

Creative Planning’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.49M Sell
39,137
-564
-1% -$66.1K ﹤0.01% 1290
2025
Q4 		$4.41M Buy
39,701
+1,980
+5% +$220K ﹤0.01% 1093
2025
Q3 		$4.17M Sell
37,721
-236,988
-86% -$25.3M ﹤0.01% 986
2025
Q2 		$27.8M Buy
274,709
+4,914
+2% +$469K 0.02% 268
2025
Q1 		$26M Buy
269,795
+237,272
+730% +$24.7M 0.02% 263
2024
Q4 		$3.45M Sell
32,523
-495
-1% -$54.8K ﹤0.01% 823
2024
Q3 		$3.57M Sell
33,018
-124
-0.4% -$12.9K ﹤0.01% 779
2024
Q2 		$3.25M Buy
33,142
+1,588
+5% +$156K ﹤0.01% 788
2024
Q1 		$3.2M Sell
31,554
-674
-2% -$65.5K ﹤0.01% 777
2023
Q4 		$3.2M Sell
32,228
-16,982
-35% -$1.51M 0.01% 715
2023
Q3 		$4.3M Buy
49,210
+18,696
+61% +$1.72M 0.01% 576
2023
Q2 		$2.8M Sell
30,514
-1,659
-5% -$145K ﹤0.01% 692
2023
Q1 		$2.86M Sell
32,173
-4,611
-13% -$422K ﹤0.01% 657
2022
Q4 		$3.19M Buy
36,784
+3,172
+9% +$281K ﹤0.01% 595
2022
Q3 		$2.71M Buy
33,612
+1,932
+6% +$173K ﹤0.01% 600
2022
Q2 		$2.69M Buy
31,680
+5,884
+23% +$538K ﹤0.01% 612
2022
Q1 		$2.55M Sell
25,796
-14,684
-36% -$1.45M ﹤0.01% 650
2021
Q4 		$4.25M Buy
40,480
+326
+0.8% +$34.2K 0.01% 461
2021
Q3 		$4.05M Buy
40,154
+2,724
+7% +$275K 0.01% 467
2021
Q2 		$3.88M Buy
37,430
+7,388
+25% +$755K 0.01% 477
2021
Q1 		$2.99M Sell
30,042
-1,520
-5% -$145K 0.01% 558
2020
Q4 		$2.65M Buy
+31,562
New +$2.39M 0.01% 567
2014
Q4 		– Sell
-1,400
Closed -$66K – 4366
2014
Q3 		$66K Buy
+1,400
New +$68.9K ﹤0.01% 1735
2014
Q2 		– Sell
-2,332
Closed -$116K – 3973
2014
Q1 		$116K Buy
+2,332
New +$113K ﹤0.01% 1309

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's VIOO Position: Q1 2026 in Review

Creative Planning reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.4% in Q1 2026, selling an estimated $66.1K and leaving 39,137 shares worth $4.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Creative Planning first reported a position in VIOO in Q1 2014 and has held it in 24 quarters since. The position peaked at $27.8M in Q2 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Creative Planning held 39,137 shares of Vanguard S&P Small-Cap 600 ETF worth $4.49M as of Q1 2026.
  • Creative Planning sold 564 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $66.1K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1290 holding.
  • Creative Planning first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2014 and has held it in 24 quarters since.
  • Creative Planning's Vanguard S&P Small-Cap 600 ETF position peaked at $27.8M in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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