Creative Planning VV VANGUARD INDEX FDS LARGE CAP ETF

Ownership history in Creative Planning  ·  58 quarters on record

AI Ownership Summary

Creative Planning reported VANGUARD INDEX FDS LARGE CAP ETF (VV) in 58 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.45% in 2024 Q2. The latest visible filing shows VV at 2.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creative Planning's position in VANGUARD INDEX FDS LARGE CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VV was reported at 2.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.45% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Creative Planning held VV — position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,216,959 +12,216,259 +1745179.9% 2.75% $3.85B 2026-02-14 (Est.) $312.30
2025 Q3 REDUCED 100.0% +3.4% 700 -12,394,025 -100.0% 0.00% $1K 2025-11-14 $308.68
2025 Q3 REDUCED 12,394,725 -196,889 -1.6% 2.92% $3.82B 2025-11-14 $308.68
2025 Q2 REDUCED 12,591,614 -86,346 -0.7% 3.07% $3.59B 2025-08-08 $291.95
2025 Q1 REDUCED 12,677,960 -53,488 -0.4% 3.06% $3.26B 2025-05-15 $268.90
2024 Q4 REDUCED 12,731,448 -108,548 -0.8% 3.34% $3.43B 2025-02-14 $277.34
2024 Q3 REDUCED 12,839,996 -119,233 -0.9% 3.35% $3.38B 2024-10-11 $261.30
2024 Q2 ADDED 12,959,229 +128,121 +1.0% 3.45% $3.23B 2024-08-15 $248.63
2024 Q1 ADDED 12,831,108 +12,538,273 +4281.7% 3.41% $3.08B 2024-05-13 $233.30
2023 Q4 REDUCED 97.7% +10.2% 292,835 -12,689,330 -97.7% 0.12% $63.9M 2024-02-14 $223.15
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Creative Planning and VV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creative Planning reported owning VV?

Creative Planning reported VV across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VV position in Creative Planning's portfolio?

The largest reported portfolio weight for VV was 3.45% in 2024 Q2.

What is the latest reported VV position on this page?

The most recent filing on this page is 2025 Q4, when Creative Planning reported 12,216,959 shares, equal to 2.75% of portfolio, with an estimated market value of $3.85B.

What does the chart on this VV ownership page compare?

The chart compares Creative Planning's quarterly VV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Creative Planning time their VV position?

Based on 13F filing dates vs. subsequent VV price moves, Creative Planning correctly timed 33 out of 57 reported position changes (58%). The annualised alpha on VV relative to SPY over the holding period was +0.0%.

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