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 Q3	$595K	Sell	5,406 -1,171	-18%	-$136K	﹤0.01%	3153
2026 Q2	$772K	Buy	6,577 +10	+0.2%	+$1.11K	﹤0.01%	2861
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	$1.4M	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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Creative Planning's VIOV Position: Q3 2026 in Review

Creative Planning reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 18% in Q3 2026, selling an estimated $136K and leaving 5,406 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

Creative Planning first reported a position in VIOV in Q1 2014 and has held it in 26 quarters since. The position peaked at $1.43M in Q2 2021. 93 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

Creative Planning held 5,406 shares of Vanguard S&P Small-Cap 600 Value ETF worth $595K as of Q3 2026.
Creative Planning sold 1,171 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $136K.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3153 holding.
Creative Planning first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2014 and has held it in 26 quarters since.
Creative Planning's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.43M in Q2 2021.
93 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.