CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s VTEX VTEX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio VTEX Stock Details VTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.3K Buy
+14,587
New +$50.9K ﹤0.01% 2884

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors's VTEX Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in VTEX (VTEX) in Q1 2026: 14,587 shares worth $58.3K. The stake represents ﹤0.01% of the portfolio and ranks #2884 among its holdings.

110 funds tracked by Wall St. Rank hold VTEX as of Q1 2026.

  • CAPTRUST Financial Advisors held 14,587 shares of VTEX worth $58.3K as of Q1 2026.
  • VTEX was a new CAPTRUST Financial Advisors position in Q1 2026.
  • VTEX made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2884 holding.
  • 110 funds tracked by Wall St. Rank held VTEX as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.