Creative Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $194M | Buy |
2,251,293
+85,677
| +4% | +$7.21M | 0.11% | 87 |
|
|
2026
Q1 | $158M | Sell |
2,165,616
-109,974
| -5% | -$8.56M | 0.11% | 87 |
|
|
2025
Q4 | $185M | Buy |
2,275,590
+413,142
| +22% | +$33.5M | 0.13% | 75 |
|
|
2025
Q3 | $149M | Buy |
1,862,448
+80,946
| +5% | +$6.19M | 0.11% | 80 |
|
|
2025
Q2 | $130M | Sell |
1,781,502
-2,766
| -0.2% | -$182K | 0.11% | 82 |
|
|
2025
Q1 | $110M | Buy |
1,784,268
+17,334
| +1% | +$1.17M | 0.1% | 93 |
|
|
2024
Q4 | $121M | Buy |
1,766,934
+139,236
| +9% | +$9.35M | 0.12% | 80 |
|
|
2024
Q3 | $104M | Buy |
1,627,698
+22,494
| +1% | +$1.39M | 0.1% | 89 |
|
|
2024
Q2 | $100M | Buy |
1,605,204
+4,848
| +0.3% | +$283K | 0.11% | 89 |
|
|
2024
Q1 | $91.8M | Sell |
1,600,356
-12,270
| -0.8% | -$675K | 0.1% | 94 |
|
|
2023
Q4 | $83.6M | Buy |
1,612,626
+293,532
| +22% | +$14.2M | 0.15% | 86 |
|
|
2023
Q3 | $59.9M | Buy |
1,319,094
+54,378
| +4% | +$2.57M | 0.08% | 108 |
|
|
2023
Q2 | $59.6M | Buy |
1,264,716
+17,490
| +1% | +$758K | 0.08% | 105 |
|
|
2023
Q1 | $51.9M | Sell |
1,247,226
-74,082
| -6% | -$2.88M | 0.07% | 113 |
|
|
2022
Q4 | $46.9M | Buy |
1,321,308
+221,874
| +20% | +$8.16M | 0.07% | 116 |
|
|
2022
Q3 | $39.2M | Buy |
1,099,434
+10,518
| +1% | +$423K | 0.07% | 113 |
|
|
2022
Q2 | $40.5M | Buy |
1,088,916
+96,666
| +10% | +$3.97M | 0.07% | 119 |
|
|
2022
Q1 | $47.6M | Buy |
992,250
+147,372
| +17% | +$6.97M | 0.07% | 114 |
|
|
2021
Q4 | $45.2M | Sell |
844,878
-9,828
| -1% | -$512K | 0.07% | 104 |
|
|
2021
Q3 | $41.3M | Sell |
854,706
-69,096
| -7% | -$3.44M | 0.07% | 107 |
|
|
2021
Q2 | $44.2M | Buy |
923,802
+79,308
| +9% | +$3.6M | 0.08% | 100 |
|
|
2021
Q1 | $36.2M | Buy |
844,494
+35,916
| +4% | +$1.54M | 0.07% | 104 |
|
|
2020
Q4 | $34.1M | Buy |
808,578
+21,408
| +3% | +$855K | 0.08% | 106 |
|
|
2020
Q3 | $29.9M | Buy |
787,170
+58,266
| +8% | +$2.15M | 0.08% | 100 |
|
|
2020
Q2 | $24.6M | Buy |
728,904
+13,302
| +2% | +$409K | 0.07% | 103 |
|
|
2020
Q1 | $18.7M | Sell |
715,602
-24,768
| -3% | -$742K | 0.07% | 114 |
|
|
2019
Q4 | $22.5M | Buy |
740,370
+20,016
| +3% | +$578K | 0.07% | 114 |
|
|
2019
Q3 | $20M | Buy |
720,354
+6,636
| +0.9% | +$184K | 0.07% | 116 |
|
|
2019
Q2 | $19.4M | Buy |
713,718
+65,010
| +10% | +$1.74M | 0.07% | 117 |
|
|
2019
Q1 | $16.9M | Sell |
648,708
-594
| -0.1% | -$14.7K | 0.06% | 117 |
|
|
2018
Q4 | $14.5M | Sell |
649,302
-19,938
| -3% | -$483K | 0.06% | 120 |
|
|
2018
Q3 | $18M | Buy |
669,240
+24,708
| +4% | +$646K | 0.07% | 107 |
|
|
2018
Q2 | $16.1M | Buy |
644,532
+15,174
| +2% | +$372K | 0.06% | 111 |
|
|
2018
Q1 | $14.9M | Buy |
629,358
+10,596
| +2% | +$258K | 0.06% | 113 |
|
|
2017
Q4 | $14.5M | Buy |
618,762
+25,530
| +4% | +$586K | 0.06% | 116 |
|
|
2017
Q3 | $13.1M | Sell |
593,232
-27,144
| -4% | -$590K | 0.06% | 121 |
|
|
2017
Q2 | $13.1M | Buy |
620,376
+11,232
| +2% | +$235K | 0.07% | 113 |
|
|
2017
Q1 | $12.4M | Buy |
609,144
+40,206
| +7% | +$793K | 0.07% | 110 |
|
|
2016
Q4 | $10.6M | Buy |
568,938
+48,036
| +9% | +$888K | 0.06% | 117 |
|
|
2016
Q3 | $9.75M | Buy |
520,902
+7,872
| +2% | +$146K | 0.06% | 121 |
|
|
2016
Q2 | $9.17M | Buy |
513,030
+13,704
| +3% | +$244K | 0.07% | 109 |
|
|
2016
Q1 | $8.86M | Buy |
499,326
+6,270
| +1% | +$105K | 0.07% | 107 |
|
|
2015
Q4 | $8.74M | Sell |
493,056
-3,420
| -0.7% | -$61.3K | 0.07% | 111 |
|
|
2015
Q3 | $8.3M | Sell |
496,476
-5,976
| -1% | -$106K | 0.07% | 111 |
|
|
2015
Q2 | $8.96M | Buy |
502,452
+33,930
| +7% | +$616K | 0.08% | 104 |
|
|
2015
Q1 | $8.17M | Buy |
468,522
+14,508
| +3% | +$257K | 0.08% | 109 |
|
|
2014
Q4 | $7.9M | Buy |
454,014
+85,806
| +23% | +$1.46M | 0.08% | 107 |
|
|
2014
Q3 | $6.12M | Buy |
368,208
+37,842
| +11% | +$630K | 0.07% | 117 |
|
|
2014
Q2 | $5.45M | Buy |
330,366
+12,858
| +4% | +$204K | 0.07% | 117 |
|
|
2014
Q1 | $4.95M | Buy |
317,508
+21,198
| +7% | +$329K | 0.07% | 107 |
|
|
2013
Q4 | $4.59M | Buy |
296,310
+44,352
| +18% | +$655K | 0.08% | 102 |
|
|
2013
Q3 | $3.55M | Buy |
251,958
+14,568
| +6% | +$201K | 0.07% | 98 |
|
|
2013
Q2 | $3.09M | Buy |
+237,390
| New | +$3.13M | 0.07% | 98 |
|
Other funds holding VUG
EWA
Creative Planning's VUG Position: Q2 2026 in Review
Creative Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, buying an estimated $7.21M and bringing the position to 2,251,293 shares worth $194M. The position accounts for 0.11% of the portfolio, ranked #87.
Creative Planning first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Creative Planning held 2,251,293 shares of Vanguard Morningstar Growth ETF worth $194M as of Q2 2026.
- Creative Planning bought 85,677 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.21M.
- Vanguard Morningstar Growth ETF made up 0.11% of Creative Planning's portfolio in Q2 2026, its #87 holding.
- Creative Planning first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
- 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.