Position history for Creative Planning's holdings in VANGUARD WHITEHALL FDS INC
Creative Planning holds 3.6M shares of VYM (VANGUARD WHITEHALL FDS INC), worth $519.4M as of 2025-Q4. The position was increased (++1.2% shares). VYM represents 0.4% of Creative Planning's portfolio.
Current Value
$519.4M
Current Shares
3.6M
Total Value Change
+$76.6M
Total Shares Change
-114,849
Other major holders of VYM: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 3.6M |
+1.2% |
| $519.4M |
| 0.4% |
| $144.55 |
38 |
| 2025-Q3 | Decreased | 3.6M | -0.8% | $503.9M | 0.4% | $139.58 | 0 |
| 2025-Q2 | Decreased | 3.6M | -0.5% | $480.3M | 0.4% | $130.86 | 0 |
| 2025-Q1 | Decreased | 3.6M | -0.8% | $466.8M | 0.4% | $125.12 | 0 |
| 2024-Q4 | Decreased | 3.6M | -1.0% | $465.6M | 0.5% | $124.08 | 0 |
| 2024-Q3 | Decreased | 3.7M | -1.3% | $472.5M | 0.5% | $123.56 | 0 |
| 2024-Q2 | Decreased | 3.7M | -0.5% | $442.8M | 0.5% | $113.94 | 0 |