Creative Planning
VONE icon

Creative Planning’s Vanguard Russell 1000 ETF VONE Stock Holding History

Creative Planning’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.95M Buy
30,330
+2,354
+8% +$726K 0.01% 763
2025
Q4 		$8.65M Buy
27,976
+1,915
+7% +$587K 0.01% 681
2025
Q3 		$7.88M Sell
26,061
-40
-0.2% -$11.7K 0.01% 661
2025
Q2 		$7.33M Sell
26,101
-60
-0.2% -$15.6K 0.01% 623
2025
Q1 		$6.64M Buy
26,161
+156
+0.6% +$41.7K 0.01% 617
2024
Q4 		$6.94M Sell
26,005
-13,326
-34% -$3.57M 0.01% 559
2024
Q3 		$10.2M Buy
39,331
+4,570
+13% +$1.14M 0.01% 433
2024
Q2 		$8.55M Buy
34,761
+4,734
+16% +$1.13M 0.01% 454
2024
Q1 		$7.16M Sell
30,027
-5
-0% -$1.13K 0.01% 501
2023
Q4 		$6.52M Buy
30,032
+92
+0.3% +$18.6K 0.01% 497
2023
Q3 		$5.83M Buy
29,940
+605
+2% +$122K 0.01% 482
2023
Q2 		$5.91M Buy
29,335
+106
+0.4% +$20.2K 0.01% 474
2023
Q1 		$5.45M Buy
29,229
+880
+3% +$160K 0.01% 485
2022
Q4 		$4.94M Buy
28,349
+6,109
+27% +$1.07M 0.01% 496
2022
Q3 		$3.63M Sell
22,240
-44
-0.2% -$7.98K 0.01% 514
2022
Q2 		$3.83M Buy
22,284
+672
+3% +$126K 0.01% 532
2022
Q1 		$4.48M Buy
21,612
+1,614
+8% +$330K 0.01% 482
2021
Q4 		$4.38M Buy
19,998
+200
+1% +$42.6K 0.01% 449
2021
Q3 		$3.96M Sell
19,798
-216
-1% -$44.4K 0.01% 477
2021
Q2 		$4.01M Buy
20,014
+216
+1% +$42.1K 0.01% 468
2021
Q1 		$3.67M Buy
19,798
+101
+0.5% +$18.3K 0.01% 492
2020
Q4 		$3.45M Hold
19,697
– – 0.01% 472
2020
Q3 		$3.05M Buy
19,697
+9,705
+97% +$1.48M 0.01% 430
2020
Q2 		$1.42M Hold
9,992
– – ﹤0.01% 619
2020
Q1 		$1.17M Hold
9,992
– – ﹤0.01% 588
2019
Q4 		$1.47M Sell
9,992
-1,649
-14% -$233K ﹤0.01% 631
2019
Q3 		$1.58M Buy
11,641
+300
+3% +$40.7K 0.01% 568
2019
Q2 		$1.53M Hold
11,341
– – 0.01% 585
2019
Q1 		$1.47M Sell
11,341
-8,761
-44% -$1.09M 0.01% 578
2018
Q4 		$2.3M Sell
20,102
-60
-0.3% -$7.41K 0.01% 397
2018
Q3 		$2.69M Hold
20,162
– – 0.01% 403
2018
Q2 		$2.52M Hold
20,162
– – 0.01% 421
2018
Q1 		$2.44M Hold
20,162
– – 0.01% 415
2017
Q4 		$2.47M Hold
20,162
– – 0.01% 411
2017
Q3 		$2.33M Hold
20,162
– – 0.01% 416
2017
Q2 		$2.24M Sell
20,162
-9,500
-32% -$1.05M 0.01% 410
2017
Q1 		$3.22M Sell
29,662
-202
-0.7% -$21.6K 0.02% 295
2016
Q4 		$3.06M Buy
29,864
+202
+0.7% +$20.3K 0.02% 295
2016
Q3 		$2.96M Buy
29,662
+27,650
+1,374% +$2.74M 0.02% 294
2016
Q2 		$193K Hold
2,012
– – ﹤0.01% 1270
2016
Q1 		$190K Hold
2,012
– – ﹤0.01% 1233
2015
Q4 		$188K Sell
2,012
-50
-2% -$4.72K ﹤0.01% 1235
2015
Q3 		$182K Buy
+2,062
New +$193K ﹤0.01% 1248
2015
Q2 		– Sell
-2,012
Closed -$193K – 2978
2015
Q1 		$193K Hold
2,012
– – ﹤0.01% 1204
2014
Q4 		$191K Hold
2,012
– – ﹤0.01% 1167
2014
Q3 		$183K Hold
2,012
– – ﹤0.01% 1106
2014
Q2 		$182K Hold
2,012
– – ﹤0.01% 1082
2014
Q1 		$174K Hold
2,012
– – ﹤0.01% 1069
2013
Q4 		$171K Sell
2,012
-300
-13% -$24.5K ﹤0.01% 941
2013
Q3 		$180K Buy
2,312
+300
+15% +$23.1K ﹤0.01% 812
2013
Q2 		$148K Buy
+2,012
New +$149K ﹤0.01% 780

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Creative Planning's VONE Position: Q1 2026 in Review

Creative Planning increased its Vanguard Russell 1000 ETF (VONE) stake by 8.4% in Q1 2026, buying an estimated $726K and bringing the position to 30,330 shares worth $8.95M. The position accounts for 0.01% of the portfolio, ranked #763.

Creative Planning first reported a position in VONE in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.2M in Q3 2024. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Creative Planning held 30,330 shares of Vanguard Russell 1000 ETF worth $8.95M as of Q1 2026.
  • Creative Planning bought 2,354 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $726K.
  • Vanguard Russell 1000 ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #763 holding.
  • Creative Planning first reported a position in Vanguard Russell 1000 ETF in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Vanguard Russell 1000 ETF position peaked at $10.2M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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