Creative Planning

Position in VAC — MARRIOTT VACATIONS WORLDWIDE Corp

CIK 1540235 OVERLAND PARK, KS

Position in VAC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,546,600

+$744,825 QoQ

Shares Held

23,750

+70.9% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.7494736842105263.ToString("F0")% Shared 0.ToString("F0")% None 99.25052631578947.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $35,873,076 across 13 Resorts & Casinos names. VAC ranks #8 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BYD	Boyd Gaming Corp	96,886	$7,962,091
2	LVS	Las Vegas Sands Corp	128,151	$6,904,775
3	MCRI	Monarch Casino & Resort Inc	54,606	$5,220,333
4	MGM	MGM Resorts International	133,162	$4,928,325
5	RRR	Red Rock Resorts, Inc.	41,522	$2,215,613
6	CZR	Caesars Entertainment, Inc.	59,026	$1,560,057
7	GDEN	NEW ROYAL HOLDCO I INC.	58,430	$1,559,496
8	VAC	MARRIOTT VACATIONS WORLDWIDE Corp This page	23,750	$1,546,600

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,546,600	23,750	+70.9%	Shares	Sole	2026-05-12
2025-12-31	$801,775	13,898	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$920,857	13,835	+32.5%	Shares	Defined	2025-11-14
2025-06-30	$755,060	10,442	-14.0%	Shares	Sole	2025-08-08
2025-03-31	$779,937	12,141	+13.1%	Shares	Sole	2025-05-15
2024-12-31	$964,182	10,737	+11.4%	Shares	Defined	2025-02-14
2024-09-30	$708,200	9,638	-0.1%	Shares	Defined	2024-10-11
2024-06-30	$842,460	9,648	+13.3%	Shares	Defined	2024-08-15
2024-03-31	$917,535	8,517	+16.3%	Shares	Defined	2024-05-13
2023-12-31	$621,734	7,324	+9.7%	Shares	Defined	2024-02-14
2023-09-30	$672,107	6,679	+15.6%	Shares	Defined	2023-11-16
2023-06-30	$709,198	5,779	-5.4%	Shares	Sole	2023-07-21
2023-03-31	$823,454	6,106	+21.6%	Shares	Sole	2023-05-15
2022-12-31	$675,910	5,022	+2.7%	Shares	Sole	2023-02-10
2022-09-30	$595,773	4,889	+21.7%	Shares	Sole	2022-11-03
2022-06-30	$466,891	4,018	+18.0%	Shares	Sole	2022-08-15
2022-03-31	$536,968	3,405	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$574,194	3,398	+0.2%	Shares	Sole	2022-02-11
2021-09-30	$533,348	3,390	-4.6%	Shares	Sole	2021-11-10
2021-06-30	$565,833	3,552	+25.8%	Shares	Sole	2021-08-04
2021-03-31	$491,710	2,823	+2.5%	Shares	Sole	2021-04-30
2020-12-31	$378,041	2,755	+6.6%	Shares	Sole	2021-01-29
2020-09-30	$234,653	2,584	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.