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VFQYVFQY
11 quarters

Position history for Creative PlanningCreative Planning's holdings in VANGUARD WELLINGTON FD

Creative Planning holds 3,454 shares of VFQY (VANGUARD WELLINGTON FD), worth $588,194 as of 2026-Q2. VFQY represents 0.0% of Creative Planning's portfolio.

Current Value

$588,194

Current Shares

3,454

Total Value Change

+$378,001

Total Shares Change

+1,792

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
3,454
0.0%
$588,1940.0%$170.29
0
2026-Q1
Decreased
3,454
-4.7%
$515,3780.0%$156.78
0
2025-Q4
Decreased
3,626
-1.2%
$556,2560.0%$155.32
0
2025-Q3
Increased
3,670
+0.0%
$553,4480.0%$150.11
24
2025-Q2
Increased
3,669
+109.8%
$527,2410.0%$142.44
39
2025-Q1
Unchanged
1,749
0.0%
$233,7710.0%$131.77
0
2024-Q4
Increased
1,749
+0.1%
$246,4220.0%$139.13
23
2024-Q3
Increased
1,748
+14.2%
$249,7580.0%$140.63
26
2024-Q2
Decreased
1,531
-10.6%
$205,2360.0%$131.55
0
2024-Q1
Increased
1,712
+3.0%
$234,3600.0%$133.81
24
2023-Q4
New
1,662
-
$210,1930.0%$123.22
32

Other major holders of VFQY: Focus Partners Wealth, LPL Financial LLC

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