Creative Planning
VTI icon

Creative Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Creative Planning’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,800
Closed -$2K – 4856
2016
Q3 		$2K Buy
+3,800
New +$421K ﹤0.01% 4263

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's VTI Position: Q2 2026 in Review

Creative Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.74% in Q2 2026, selling an estimated $16.1M and leaving 6,075,603 shares worth $2.25B. The position accounts for 1.31% of the portfolio, ranked #19.

Creative Planning first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.43B in Q1 2022. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Creative Planning held 6,075,603 shares of Vanguard Morningstar Total Stock Market ETF worth $2.25B as of Q2 2026.
  • Creative Planning sold 45,107 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.1M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.31% of Creative Planning's portfolio in Q2 2026, its #19 holding.
  • Creative Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $2.43B in Q1 2022.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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