Creative Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Creative Planning’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,000	Closed	-$69K	–	2596
2021 Q1	$69K	Buy	+3,000	New	+$1.06M	﹤0.01%	2313

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Creative Planning's VOO Position: Q2 2026 in Review

Creative Planning increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, buying an estimated $25.2M and bringing the position to 1,655,904 shares worth $1.14B. The position accounts for 0.66% of the portfolio, ranked #32.

Creative Planning first reported a position in VOO in Q2 2013 and has held it in 53 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Creative Planning held 1,655,904 shares of Vanguard S&P 500 ETF worth $1.14B as of Q2 2026.
Creative Planning bought 37,771 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $25.2M.
Vanguard S&P 500 ETF made up 0.66% of Creative Planning's portfolio in Q2 2026, its #32 holding.
Creative Planning first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.