Creative Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Creative Planning’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,600	Closed	-$479	–	4123
2025 Q3	$479	Buy	+1,600	New	+$115K	﹤0.01%	3903
2024 Q3	–	Sell	-400	Closed	-$6	–	3323
2024 Q2	$6	Hold	400	–	–	﹤0.01%	3063
2024 Q1	$148	Buy	+400	New	+$23.6K	﹤0.01%	2911
2016 Q4	–	Sell	-3,600	Closed	-$2K	–	4855
2016 Q3	$2K	Buy	+3,600	New	+$115K	﹤0.01%	4262

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's VO Position: Q1 2026 in Review

Creative Planning reduced its Vanguard Mid-Cap ETF (VO) stake by 1.2% in Q1 2026, selling an estimated $31M and leaving 33,243,556 shares worth $2.39B. The position accounts for 1.62% of the portfolio, ranked #11.

Creative Planning first reported a position in VO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.45B in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Creative Planning held 33,243,556 shares of Vanguard Mid-Cap ETF worth $2.39B as of Q1 2026.
Creative Planning sold 417,876 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $31M.
Vanguard Mid-Cap ETF made up 1.62% of Creative Planning's portfolio in Q1 2026, its #11 holding.
Creative Planning first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Vanguard Mid-Cap ETF position peaked at $2.45B in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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