Creative Planning
VIS icon

Creative Planning’s Vanguard Industrials ETF VIS Stock Holding History

Creative Planning’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.68M Buy
14,988
+195
+1% +$63.3K ﹤0.01% 1256
2025
Q4 		$4.41M Sell
14,793
-109
-0.7% -$32.4K ﹤0.01% 1090
2025
Q3 		$4.42M Sell
14,902
-584
-4% -$169K ﹤0.01% 961
2025
Q2 		$4.34M Sell
15,486
-246
-2% -$63.5K ﹤0.01% 829
2025
Q1 		$3.89M Sell
15,732
-714
-4% -$185K ﹤0.01% 812
2024
Q4 		$4.18M Sell
16,446
-1,274
-7% -$339K ﹤0.01% 728
2024
Q3 		$4.61M Buy
17,720
+840
+5% +$206K ﹤0.01% 667
2024
Q2 		$3.97M Sell
16,880
-423
-2% -$101K ﹤0.01% 707
2024
Q1 		$4.22M Sell
17,303
-174
-1% -$39.5K ﹤0.01% 661
2023
Q4 		$3.85M Buy
17,477
+308
+2% +$62.1K 0.01% 646
2023
Q3 		$3.35M Buy
17,169
+9,568
+126% +$1.96M ﹤0.01% 653
2023
Q2 		$1.56M Sell
7,601
-3,527
-32% -$674K ﹤0.01% 927
2023
Q1 		$2.12M Buy
11,128
+3,717
+50% +$706K ﹤0.01% 756
2022
Q4 		$1.35M Sell
7,411
-239
-3% -$42.8K ﹤0.01% 896
2022
Q3 		$1.21M Buy
7,650
+2,340
+44% +$408K ﹤0.01% 888
2022
Q2 		$867K Buy
5,310
+150
+3% +$26.5K ﹤0.01% 1028
2022
Q1 		$1M Buy
5,160
+311
+6% +$59.8K ﹤0.01% 978
2021
Q4 		$984K Sell
4,849
-50
-1% -$9.99K ﹤0.01% 969
2021
Q3 		$920K Buy
4,899
+289
+6% +$56.7K ﹤0.01% 987
2021
Q2 		$906K Buy
4,610
+88
+2% +$17.3K ﹤0.01% 975
2021
Q1 		$856K Buy
4,522
+278
+7% +$49.5K ﹤0.01% 1121
2020
Q4 		$721K Sell
4,244
-40
-0.9% -$6.4K ﹤0.01% 1114
2020
Q3 		$620K Buy
4,284
+136
+3% +$19.2K ﹤0.01% 1021
2020
Q2 		$539K Sell
4,148
-3,405
-45% -$416K ﹤0.01% 996
2020
Q1 		$833K Sell
7,553
-3,931
-34% -$558K ﹤0.01% 722
2019
Q4 		$1.77M Sell
11,484
-134
-1% -$20.2K 0.01% 555
2019
Q3 		$1.7M Sell
11,618
-559
-5% -$80.8K 0.01% 546
2019
Q2 		$1.77M Buy
12,177
+1,454
+14% +$207K 0.01% 539
2019
Q1 		$1.5M Buy
10,723
+147
+1% +$19.9K 0.01% 571
2018
Q4 		$1.27M Sell
10,576
-129
-1% -$17.1K 0.01% 573
2018
Q3 		$1.58M Buy
10,705
+249
+2% +$35.9K 0.01% 555
2018
Q2 		$1.42M Sell
10,456
-247
-2% -$34.5K 0.01% 574
2018
Q1 		$1.49M Sell
10,703
-492
-4% -$70.9K 0.01% 551
2017
Q4 		$1.59M Buy
11,195
+1,073
+11% +$147K 0.01% 524
2017
Q3 		$1.36M Buy
10,122
+520
+5% +$67.3K 0.01% 583
2017
Q2 		$1.23M Buy
9,602
+636
+7% +$80.3K 0.01% 598
2017
Q1 		$1.11M Buy
8,966
+581
+7% +$71.5K 0.01% 621
2016
Q4 		$1M Buy
8,385
+6,175
+279% +$709K 0.01% 620
2016
Q3 		$245K Buy
2,210
+169
+8% +$18.7K ﹤0.01% 1293
2016
Q2 		$217K Buy
2,041
+603
+42% +$63.7K ﹤0.01% 1219
2016
Q1 		$151K Sell
1,438
-602
-30% -$58.7K ﹤0.01% 1375
2015
Q4 		$206K Buy
2,040
+499
+32% +$51K ﹤0.01% 1182
2015
Q3 		$146K Buy
+1,541
New +$156K ﹤0.01% 1365
2015
Q2 		– Sell
-1,772
Closed -$190K – 2971
2015
Q1 		$190K Sell
1,772
-413
-19% -$44K ﹤0.01% 1214
2014
Q4 		$233K Sell
2,185
-1,375
-39% -$144K ﹤0.01% 1048
2014
Q3 		$361K Buy
3,560
+1,483
+71% +$153K ﹤0.01% 783
2014
Q2 		$217K Sell
2,077
-911
-30% -$93.2K ﹤0.01% 986
2014
Q1 		$301K Buy
2,988
+1,114
+59% +$110K ﹤0.01% 818
2013
Q4 		$187K Buy
1,874
+1,500
+401% +$142K ﹤0.01% 895
2013
Q3 		$33K Buy
+374
New +$32.4K ﹤0.01% 1781

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Creative Planning's VIS Position: Q1 2026 in Review

Creative Planning increased its Vanguard Industrials ETF (VIS) stake by 1.3% in Q1 2026, buying an estimated $63.3K and bringing the position to 14,988 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Creative Planning first reported a position in VIS in Q3 2013 and has held it in 50 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Creative Planning held 14,988 shares of Vanguard Industrials ETF worth $4.68M as of Q1 2026.
  • Creative Planning bought 195 Vanguard Industrials ETF shares in Q1 2026, an estimated $63.3K.
  • Vanguard Industrials ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1256 holding.
  • Creative Planning first reported a position in Vanguard Industrials ETF in Q3 2013 and has held it in 50 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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