Creative Planning
VOOG icon

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

Creative Planning’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.92M Sell
131,226
-8,646
-6% -$625K 0.01% 770
2025
Q4 		$10.4M Buy
139,872
+18,666
+15% +$1.37M 0.01% 610
2025
Q3 		$8.8M Buy
121,206
+8,784
+8% +$607K 0.01% 620
2025
Q2 		$7.43M Buy
112,422
+13,728
+14% +$817K 0.01% 613
2025
Q1 		$5.5M Buy
98,694
+948
+1% +$57.5K 0.01% 673
2024
Q4 		$5.96M Buy
97,746
+12,576
+15% +$754K 0.01% 603
2024
Q3 		$4.9M Sell
85,170
-3,240
-4% -$180K ﹤0.01% 644
2024
Q2 		$4.91M Buy
88,410
+312
+0.4% +$16.2K 0.01% 620
2024
Q1 		$4.47M Buy
88,098
+6,744
+8% +$326K 0.01% 644
2023
Q4 		$3.67M Sell
81,354
-1,878
-2% -$80.4K 0.01% 662
2023
Q3 		$3.42M Buy
83,232
+384
+0.5% +$16.3K ﹤0.01% 645
2023
Q2 		$3.51M Buy
82,848
+14,562
+21% +$579K ﹤0.01% 621
2023
Q1 		$2.62M Sell
68,286
-1,404
-2% -$51.6K ﹤0.01% 695
2022
Q4 		$2.45M Sell
69,690
-1,644
-2% -$59.4K ﹤0.01% 686
2022
Q3 		$2.48M Buy
71,334
+2,400
+3% +$93.7K ﹤0.01% 623
2022
Q2 		$2.5M Sell
68,934
-13,800
-17% -$549K ﹤0.01% 645
2022
Q1 		$3.8M Buy
82,734
+6,018
+8% +$272K 0.01% 524
2021
Q4 		$3.86M Buy
76,716
+2,568
+3% +$124K 0.01% 488
2021
Q3 		$3.29M Buy
74,148
+13,452
+22% +$617K 0.01% 534
2021
Q2 		$2.65M Sell
60,696
-12,876
-18% -$536K ﹤0.01% 576
2021
Q1 		$2.88M Sell
73,572
-22,776
-24% -$885K 0.01% 578
2020
Q4 		$3.69M Sell
96,348
-3,774
-4% -$138K 0.01% 452
2020
Q3 		$3.48M Buy
100,122
+1,530
+2% +$52K 0.01% 394
2020
Q2 		$3.07M Buy
98,592
+6,126
+7% +$177K 0.01% 375
2020
Q1 		$2.29M Buy
92,466
+4,008
+5% +$114K 0.01% 392
2019
Q4 		$2.57M Sell
88,458
-4,500
-5% -$125K 0.01% 439
2019
Q3 		$2.5M Sell
92,958
-2,886
-3% -$78.2K 0.01% 432
2019
Q2 		$2.57M Sell
95,844
-6,726
-7% -$177K 0.01% 429
2019
Q1 		$2.64M Buy
102,570
+7,470
+8% +$183K 0.01% 395
2018
Q4 		$2.14M Buy
95,100
+46,344
+95% +$1.12M 0.01% 409
2018
Q3 		$1.29M Sell
48,756
-2,916
-6% -$75K ﹤0.01% 651
2018
Q2 		$1.26M Buy
51,672
+2,490
+5% +$59.8K ﹤0.01% 626
2018
Q1 		$1.14M Buy
49,182
+72
+0.1% +$1.72K ﹤0.01% 665
2017
Q4 		$1.12M Buy
49,110
+816
+2% +$18.2K ﹤0.01% 677
2017
Q3 		$1.04M Sell
48,294
-1,554
-3% -$32.7K ﹤0.01% 700
2017
Q2 		$1.02M Buy
49,848
+17,256
+53% +$350K 0.01% 680
2017
Q1 		$642K Buy
32,592
+12,096
+59% +$232K ﹤0.01% 857
2016
Q4 		$373K Buy
20,496
+6,240
+44% +$113K ﹤0.01% 1076
2016
Q3 		$259K Buy
14,256
+4,146
+41% +$75.2K ﹤0.01% 1265
2016
Q2 		$176K Sell
10,110
-540
-5% -$9.37K ﹤0.01% 1313
2016
Q1 		$185K Buy
10,650
+2,040
+24% +$33.5K ﹤0.01% 1254
2015
Q4 		$149K Buy
8,610
+7,110
+474% +$123K ﹤0.01% 1395
2015
Q3 		$24K Buy
+1,500
New +$25.5K ﹤0.01% 2595
2015
Q2 		– Sell
-1,200
Closed -$20K – 2979
2015
Q1 		$20K Sell
1,200
-3,000
-71% -$50.9K ﹤0.01% 2722
2014
Q4 		$70K Buy
4,200
+1,200
+40% +$19.6K ﹤0.01% 1771
2014
Q3 		$48K Hold
3,000
– – ﹤0.01% 1954
2014
Q2 		$47K Hold
3,000
– – ﹤0.01% 1916
2014
Q1 		$45K Buy
+3,000
New +$44.2K ﹤0.01% 1870

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's VOOG Position: Q1 2026 in Review

Creative Planning reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 6.2% in Q1 2026, selling an estimated $625K and leaving 131,226 shares worth $8.92M. The position accounts for 0.01% of the portfolio, ranked #770.

Creative Planning first reported a position in VOOG in Q1 2014 and has held it in 48 quarters since. The position peaked at $10.4M in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Creative Planning held 131,226 shares of Vanguard S&P 500 Growth ETF worth $8.92M as of Q1 2026.
  • Creative Planning sold 8,646 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $625K.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #770 holding.
  • Creative Planning first reported a position in Vanguard S&P 500 Growth ETF in Q1 2014 and has held it in 48 quarters since.
  • Creative Planning's Vanguard S&P 500 Growth ETF position peaked at $10.4M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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