Creative Planning
VV icon

Creative Planning’s Vanguard 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 $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's VV Position: Q1 2026 in Review

Creative Planning increased its Vanguard Large-Cap ETF (VV) stake by 0.37% in Q1 2026, buying an estimated $14.3M and bringing the position to 12,262,531 shares worth $3.66B. The position accounts for 2.49% of the portfolio, ranked #7.

Creative Planning first reported a position in VV in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.85B in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Creative Planning held 12,262,531 shares of Vanguard Large-Cap ETF worth $3.66B as of Q1 2026.
  • Creative Planning bought 45,572 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $14.3M.
  • Vanguard Large-Cap ETF made up 2.49% of Creative Planning's portfolio in Q1 2026, its #7 holding.
  • Creative Planning first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Vanguard Large-Cap ETF position peaked at $3.85B in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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