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Superior Planning, LLC’s Vesta Real Estate VTMX Stock Holding History

Superior Planning, LLC’s Portfolio VTMX Stock Details VTMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$129 Buy
+4
New +$136 ﹤0.01% 2069

Other funds holding VTMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Militia Capital Management
Militia Capital Management Austin, Texas $4B AUM
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return

Superior Planning, LLC's VTMX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vesta Real Estate (VTMX) in Q3 2026: 4 shares worth $129. The stake represents ﹤0.01% of the portfolio and ranks #2069 among its holdings.

41 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

  • Superior Planning, LLC held 4 shares of Vesta Real Estate worth $129 as of Q3 2026.
  • Vesta Real Estate was a new Superior Planning, LLC position in Q3 2026.
  • Vesta Real Estate made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2069 holding.
  • 41 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.