Creative Planning Vanguard Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Vanguard stock. As of the latest transaction made, Creative Planning holds 1,592,397 shares of VGSH stock, worth $93.5 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,592,397
Previous 1,489,311
6.92%
Holding current value
$93.5 Million
Previous $87.5 Million
7.05%
% of portfolio
0.07%
Previous 0.08%
Shares
33 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio