Creative Planning
VIOV icon

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

Creative Planning’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$668K Buy
6,567
+955
+17% +$99.2K ﹤0.01% 2792
2025
Q4 		$549K Sell
5,612
-1,234
-18% -$119K ﹤0.01% 2759
2025
Q3 		$652K Buy
6,846
+3,140
+85% +$287K ﹤0.01% 2497
2025
Q2 		$317K Sell
3,706
-1,611
-30% -$131K ﹤0.01% 2849
2025
Q1 		$446K Buy
5,317
+638
+14% +$57.9K ﹤0.01% 2383
2024
Q4 		$437K Buy
+4,679
New +$446K ﹤0.01% 2352
2024
Q2 		– Sell
-2,359
Closed -$209K – 3179
2024
Q1 		$209K Sell
2,359
-145
-6% -$12.4K ﹤0.01% 2537
2023
Q4 		$222K Buy
+2,504
New +$197K ﹤0.01% 2337
2023
Q2 		– Sell
-5,537
Closed -$447K – 2845
2023
Q1 		$447K Sell
5,537
-103
-2% -$8.68K ﹤0.01% 1536
2022
Q4 		$443K Sell
5,640
-7,312
-56% -$583K ﹤0.01% 1494
2022
Q3 		$925K Sell
12,952
-154
-1% -$12.3K ﹤0.01% 995
2022
Q2 		$1.01M Sell
13,106
-2,694
-17% -$224K ﹤0.01% 975
2022
Q1 		$1.4M Buy
15,800
+86
+0.5% +$7.58K ﹤0.01% 844
2021
Q4 		$1.42M Hold
15,714
– – ﹤0.01% 802
2021
Q3 		$1.37M Sell
15,714
-2
-0% -$175 ﹤0.01% 811
2021
Q2 		$1.43M Sell
15,716
-428
-3% -$38.7K ﹤0.01% 793
2021
Q1 		$1.41M Sell
16,144
-174
-1% -$14.2K ﹤0.01% 873
2020
Q4 		$1.15M Buy
16,318
+216
+1% +$13.6K ﹤0.01% 884
2020
Q3 		$855K Buy
16,102
+220
+1% +$12K ﹤0.01% 868
2020
Q2 		$829K Buy
+15,882
New +$772K ﹤0.01% 811
2017
Q3 		– Sell
-76
Closed -$5K – 3656
2017
Q2 		$5K Buy
+76
New +$4.53K ﹤0.01% 4010
2014
Q4 		– Sell
-400
Closed -$19K – 4367
2014
Q3 		$19K Hold
400
– – ﹤0.01% 2585
2014
Q2 		$20K Hold
400
– – ﹤0.01% 2496
2014
Q1 		$20K Buy
+400
New +$19K ﹤0.01% 2380

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Creative Planning's VIOV Position: Q1 2026 in Review

Creative Planning increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 17% in Q1 2026, buying an estimated $99.2K and bringing the position to 6,567 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Creative Planning first reported a position in VIOV in Q1 2014 and has held it in 24 quarters since. The position peaked at $1.43M in Q2 2021. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Creative Planning held 6,567 shares of Vanguard S&P Small-Cap 600 Value ETF worth $668K as of Q1 2026.
  • Creative Planning bought 955 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $99.2K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2792 holding.
  • Creative Planning first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2014 and has held it in 24 quarters since.
  • Creative Planning's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.43M in Q2 2021.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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