CFFP
VG

Center for Financial Planning’s Venture Global Inc VG Stock Holding History

Center for Financial Planning’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.3K Buy
6,492
+700
+12% +$8.86K 0.01% 278
2026
Q1 		$91.3K Hold
5,792
– – 0.01% 243
2025
Q4 		$39.5K Hold
5,792
– – ﹤0.01% 324
2025
Q3 		$82.2K Hold
5,792
– – 0.01% 249
2025
Q2 		$90.2K Buy
5,792
+2,176
+60% +$25.2K 0.01% 228
2025
Q1 		$37.2K Buy
+3,616
New +$52.7K ﹤0.01% 314

Other funds holding VG

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Center for Financial Planning's VG Position: Q2 2026 in Review

Center for Financial Planning increased its Venture Global Inc (VG) stake by 12% in Q2 2026, buying an estimated $8.86K and bringing the position to 6,492 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #278.

Center for Financial Planning first reported a position in VG in Q1 2025 and has held it in 6 quarters since. The position peaked at $91.3K in Q1 2026. 374 funds tracked by Wall St. Rank hold VG as of Q2 2026.

  • Center for Financial Planning held 6,492 shares of Venture Global Inc worth $72.3K as of Q2 2026.
  • Center for Financial Planning bought 700 Venture Global Inc shares in Q2 2026, an estimated $8.86K.
  • Venture Global Inc made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #278 holding.
  • Center for Financial Planning first reported a position in Venture Global Inc in Q1 2025 and has held it in 6 quarters since.
  • Center for Financial Planning's Venture Global Inc position peaked at $91.3K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Venture Global Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.