Creative Planning
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Creative Planning’s Vulcan Materials VMC Stock Holding History

Creative Planning’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-500
Closed -$6K – 4539
2016
Q1 		$6K Hold
500
– – ﹤0.01% 3514
2015
Q4 		$4K Buy
+500
New +$48.5K ﹤0.01% 3811

Other funds holding VMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Creative Planning's VMC Position: Q1 2026 in Review

Creative Planning increased its Vulcan Materials (VMC) stake by 3.1% in Q1 2026, buying an estimated $685K and bringing the position to 76,877 shares worth $20.9M. The position accounts for 0.01% of the portfolio, ranked #422.

Creative Planning first reported a position in VMC in Q4 2013 and has held it in 46 quarters since. The position peaked at $22.9M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Creative Planning held 76,877 shares of Vulcan Materials worth $20.9M as of Q1 2026.
  • Creative Planning bought 2,329 Vulcan Materials shares in Q1 2026, an estimated $685K.
  • Vulcan Materials made up 0.01% of Creative Planning's portfolio in Q1 2026, its #422 holding.
  • Creative Planning first reported a position in Vulcan Materials in Q4 2013 and has held it in 46 quarters since.
  • Creative Planning's Vulcan Materials position peaked at $22.9M in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

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