Creative Planning
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Creative Planning’s Vanguard Total World Stock ETF VT Stock Holding History

Creative Planning’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,400
Closed -$140 – 2851
2023
Q1 		$140 Hold
1,400
– – ﹤0.01% 2624
2022
Q4 		$305 Hold
1,400
– – ﹤0.01% 2461
2022
Q3 		$1K Buy
+1,400
New +$123K ﹤0.01% 2310

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Brandywine Trust
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Creative Planning's VT Position: Q2 2026 in Review

Creative Planning increased its Vanguard Total World Stock ETF (VT) stake by 10% in Q2 2026, buying an estimated $5.98M and bringing the position to 416,213 shares worth $65.3M. The position accounts for 0.04% of the portfolio, ranked #197.

Creative Planning first reported a position in VT in Q2 2013 and has held it in 53 quarters since. 1,324 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Creative Planning held 416,213 shares of Vanguard Total World Stock ETF worth $65.3M as of Q2 2026.
  • Creative Planning bought 39,166 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.98M.
  • Vanguard Total World Stock ETF made up 0.04% of Creative Planning's portfolio in Q2 2026, its #197 holding.
  • Creative Planning first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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