Creative Planning’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.35B | Buy |
8,406,520
+194,518
| +2% | +$54.4M | 2.01% | 8 |
|
2025
Q1 | $2.12B | Buy |
8,212,002
+125,331
| +2% | +$32.4M | 2% | 9 |
|
2024
Q4 | $2.14B | Sell |
8,086,671
-93,399
| -1% | -$24.7M | 2.08% | 9 |
|
2024
Q3 | $2.16B | Sell |
8,180,070
-94,785
| -1% | -$25M | 2.14% | 8 |
|
2024
Q2 | $2B | Buy |
8,274,855
+25,496
| +0.3% | +$6.17M | 2.14% | 7 |
|
2024
Q1 | $2.06B | Sell |
8,249,359
-89,585
| -1% | -$22.4M | 2.28% | 7 |
|
2023
Q4 | $1.94B | Buy |
8,338,944
+60,455
| +0.7% | +$14.1M | 3.6% | 1 |
|
2023
Q3 | $1.72B | Buy |
8,278,489
+30,777
| +0.4% | +$6.41M | 2.3% | 9 |
|
2023
Q2 | $1.82B | Buy |
8,247,712
+205,270
| +3% | +$45.2M | 2.42% | 9 |
|
2023
Q1 | $1.7B | Sell |
8,042,442
-123,616
| -2% | -$26.1M | 2.44% | 9 |
|
2022
Q4 | $1.66B | Sell |
8,166,058
-57,013
| -0.7% | -$11.6M | 2.5% | 10 |
|
2022
Q3 | $1.55B | Buy |
8,223,071
+67,899
| +0.8% | +$12.8M | 2.67% | 10 |
|
2022
Q2 | $1.61B | Buy |
8,155,172
+813,348
| +11% | +$160M | 2.65% | 10 |
|
2022
Q1 | $1.75B | Buy |
7,341,824
+283,993
| +4% | +$67.5M | 2.7% | 10 |
|
2021
Q4 | $1.8B | Buy |
7,057,831
+40,795
| +0.6% | +$10.4M | 2.89% | 9 |
|
2021
Q3 | $1.66B | Buy |
7,017,036
+177,998
| +3% | +$42.1M | 2.95% | 9 |
|
2021
Q2 | $1.62B | Sell |
6,839,038
-393,404
| -5% | -$93.4M | 2.88% | 10 |
|
2021
Q1 | $1.6B | Sell |
7,232,442
-87,954
| -1% | -$19.5M | 3.23% | 7 |
|
2020
Q4 | $1.51B | Buy |
7,320,396
+43,422
| +0.6% | +$8.98M | 3.33% | 7 |
|
2020
Q3 | $1.28B | Sell |
7,276,974
-190,058
| -3% | -$33.5M | 3.35% | 6 |
|
2020
Q2 | $1.22B | Buy |
7,467,032
+30,629
| +0.4% | +$5.02M | 3.54% | 6 |
|
2020
Q1 | $979M | Sell |
7,436,403
-269,213
| -3% | -$35.4M | 3.47% | 6 |
|
2019
Q4 | $1.37B | Sell |
7,705,616
-447,331
| -5% | -$79.7M | 4.12% | 6 |
|
2019
Q3 | $1.37B | Sell |
8,152,947
-151,847
| -2% | -$25.4M | 4.45% | 6 |
|
2019
Q2 | $1.39B | Sell |
8,304,794
-700,064
| -8% | -$117M | 4.67% | 6 |
|
2019
Q1 | $1.45B | Sell |
9,004,858
-411,213
| -4% | -$66.1M | 5.22% | 6 |
|
2018
Q4 | $1.3B | Sell |
9,416,071
-967,496
| -9% | -$134M | 5.33% | 6 |
|
2018
Q3 | $1.7B | Sell |
10,383,567
-296,352
| -3% | -$48.7M | 6.32% | 6 |
|
2018
Q2 | $1.68B | Sell |
10,679,919
-281,457
| -3% | -$44.4M | 6.61% | 5 |
|
2018
Q1 | $1.69B | Buy |
10,961,376
+619,064
| +6% | +$95.5M | 6.88% | 5 |
|
2017
Q4 | $1.6B | Buy |
10,342,312
+845,273
| +9% | +$131M | 6.9% | 4 |
|
2017
Q3 | $1.4B | Buy |
9,497,039
+667,296
| +8% | +$98.1M | 6.48% | 4 |
|
2017
Q2 | $1.26B | Buy |
8,829,743
+625,632
| +8% | +$89.2M | 6.37% | 4 |
|
2017
Q1 | $1.14B | Buy |
8,204,111
+658,114
| +9% | +$91.6M | 6.24% | 4 |
|
2016
Q4 | $993M | Buy |
7,545,997
+428,167
| +6% | +$56.4M | 6.05% | 4 |
|
2016
Q3 | $921M | Buy |
7,117,830
+345,189
| +5% | +$44.7M | 5.87% | 5 |
|
2016
Q2 | $837M | Buy |
6,772,641
+433,604
| +7% | +$53.6M | 6.06% | 4 |
|
2016
Q1 | $768M | Buy |
6,339,037
+522,461
| +9% | +$63.3M | 5.99% | 4 |
|
2015
Q4 | $699M | Buy |
5,816,576
+398,834
| +7% | +$47.9M | 5.75% | 5 |
|
2015
Q3 | $632M | Sell |
5,417,742
-157,456
| -3% | -$18.4M | 5.58% | 5 |
|
2015
Q2 | $710M | Buy |
5,575,198
+303,412
| +6% | +$38.7M | 6.45% | 2 |
|
2015
Q1 | $700M | Buy |
5,271,786
+347,283
| +7% | +$46.1M | 6.57% | 1 |
|
2014
Q4 | $608M | Buy |
4,924,503
+421,926
| +9% | +$52.1M | 6.33% | 1 |
|
2014
Q3 | $528M | Buy |
4,502,577
+255,201
| +6% | +$29.9M | 6.13% | 1 |
|
2014
Q2 | $504M | Buy |
4,247,376
+367,021
| +9% | +$43.6M | 6.54% | 2 |
|
2014
Q1 | $441M | Buy |
3,880,355
+381,406
| +11% | +$43.3M | 6.63% | 3 |
|
2013
Q4 | $385M | Buy |
3,498,949
+468,887
| +15% | +$51.6M | 6.57% | 3 |
|
2013
Q3 | $311M | Buy |
3,030,062
+371,195
| +14% | +$38M | 6.16% | 4 |
|
2013
Q2 | $253M | Buy |
+2,658,867
| New | +$253M | 5.88% | 4 |
|