Creative Planning
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Creative Planning’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Creative Planning’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236M Buy
2,150,175
+2,028,571
+1,668% +$237M 0.16% 69
2025
Q4 		$14.8M Sell
121,604
-1,001
-0.8% -$122K 0.01% 483
2025
Q3 		$14.8M Buy
122,605
+11,710
+11% +$1.34M 0.01% 441
2025
Q2 		$12.1M Sell
110,895
-11,074
-9% -$1.09M 0.01% 463
2025
Q1 		$11.3M Buy
121,969
+23,323
+24% +$2.37M 0.01% 449
2024
Q4 		$10.2M Buy
98,646
+11,138
+13% +$1.13M 0.01% 439
2024
Q3 		$8.45M Buy
87,508
+39,593
+83% +$3.69M 0.01% 488
2024
Q2 		$4.49M Buy
47,915
+1,977
+4% +$174K ﹤0.01% 656
2024
Q1 		$3.98M Buy
45,938
+14,783
+47% +$1.23M ﹤0.01% 689
2023
Q4 		$2.43M Buy
31,155
+1,680
+6% +$122K ﹤0.01% 833
2023
Q3 		$2.02M Buy
29,475
+8,820
+43% +$627K ﹤0.01% 846
2023
Q2 		$1.46M Sell
20,655
-2,191
-10% -$143K ﹤0.01% 950
2023
Q1 		$1.44M Sell
22,846
-3,468
-13% -$206K ﹤0.01% 911
2022
Q4 		$1.45M Buy
26,314
+2,277
+9% +$129K ﹤0.01% 860
2022
Q3 		$1.3M Buy
24,037
+2,502
+12% +$151K ﹤0.01% 848
2022
Q2 		$1.21M Buy
21,535
+585
+3% +$36.1K ﹤0.01% 894
2022
Q1 		$1.5M Buy
20,950
+332
+2% +$23.3K ﹤0.01% 817
2021
Q4 		$1.62M Buy
20,618
+565
+3% +$43.1K ﹤0.01% 759
2021
Q3 		$1.41M Buy
20,053
+9,060
+82% +$659K ﹤0.01% 793
2021
Q2 		$768K Buy
10,993
+1,553
+16% +$103K ﹤0.01% 1054
2021
Q1 		$590K Buy
9,440
+676
+8% +$42.3K ﹤0.01% 1318
2020
Q4 		$543K Sell
8,764
-216
-2% -$12.6K ﹤0.01% 1266
2020
Q3 		$501K Buy
8,980
+1,544
+21% +$83.6K ﹤0.01% 1133
2020
Q2 		$367K Buy
7,436
+400
+6% +$18.1K ﹤0.01% 1194
2020
Q1 		$272K Sell
7,036
-660
-9% -$29.2K ﹤0.01% 1218
2019
Q4 		$348K Buy
7,696
+804
+12% +$34.5K ﹤0.01% 1315
2019
Q3 		$283K Buy
6,892
+864
+14% +$35.6K ﹤0.01% 1400
2019
Q2 		$245K Sell
6,028
-136
-2% -$5.41K ﹤0.01% 1496
2019
Q1 		$240K Buy
6,164
+24
+0.4% +$886 ﹤0.01% 1473
2018
Q4 		$206K Hold
6,140
– – ﹤0.01% 1475
2018
Q3 		$245K Sell
6,140
-168
-3% -$6.53K ﹤0.01% 1544
2018
Q2 		$232K Hold
6,308
– – ﹤0.01% 1540
2018
Q1 		$220K Buy
+6,308
New +$227K ﹤0.01% 1546
2017
Q3 		– Sell
-1,016
Closed -$31K – 3668
2017
Q2 		$31K Hold
1,016
– – ﹤0.01% 2871
2017
Q1 		$30K Hold
1,016
– – ﹤0.01% 2846
2016
Q4 		$27K Sell
1,016
-400
-28% -$10.6K ﹤0.01% 2874
2016
Q3 		$38K Hold
1,416
– – ﹤0.01% 2581
2016
Q2 		$36K Hold
1,416
– – ﹤0.01% 2378
2016
Q1 		$36K Buy
1,416
+1,016
+254% +$24.6K ﹤0.01% 2331
2015
Q4 		$10K Buy
+400
New +$10.2K ﹤0.01% 3315

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's VONG Position: Q1 2026 in Review

Creative Planning increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 1,668% in Q1 2026, buying an estimated $237M and bringing the position to 2,150,175 shares worth $236M. The position accounts for 0.16% of the portfolio, ranked #69.

Creative Planning first reported a position in VONG in Q4 2015 and has held it in 40 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Creative Planning held 2,150,175 shares of Vanguard Russell 1000 Growth ETF worth $236M as of Q1 2026.
  • Creative Planning bought 2,028,571 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $237M.
  • Vanguard Russell 1000 Growth ETF made up 0.16% of Creative Planning's portfolio in Q1 2026, its #69 holding.
  • Creative Planning first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2015 and has held it in 40 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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