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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's VT Position: Q1 2026 in Review

Creative Planning increased its Vanguard Total World Stock ETF (VT) stake by 2.2% in Q1 2026, buying an estimated $1.19M and bringing the position to 377,047 shares worth $52.2M. The position accounts for 0.04% of the portfolio, ranked #216.

Creative Planning first reported a position in VT in Q2 2013 and has held it in 52 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Creative Planning held 377,047 shares of Vanguard Total World Stock ETF worth $52.2M as of Q1 2026.
  • Creative Planning bought 8,261 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1.19M.
  • Vanguard Total World Stock ETF made up 0.04% of Creative Planning's portfolio in Q1 2026, its #216 holding.
  • Creative Planning first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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