Creative Planning
VV icon

Creative Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Creative Planning’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-700
Closed -$1.11K – 4126
2025
Q3 		$1.11K Buy
+700
New +$207K ﹤0.01% 3895

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's VV Position: Q2 2026 in Review

Creative Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.8% in Q2 2026, selling an estimated $74.4M and leaving 12,039,581 shares worth $4.14B. The position accounts for 2.42% of the portfolio, ranked #7.

Creative Planning first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Creative Planning held 12,039,581 shares of Vanguard Morningstar Large-Cap ETF worth $4.14B as of Q2 2026.
  • Creative Planning sold 222,950 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $74.4M.
  • Vanguard Morningstar Large-Cap ETF made up 2.42% of Creative Planning's portfolio in Q2 2026, its #7 holding.
  • Creative Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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