Creative Planning
VCTR icon

Creative Planning’s Victory Capital Holdings VCTR Stock Holding History

Creative Planning’s Portfolio VCTR Stock Details VCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
132,938
+35,044
+36% +$2.82M 0.01% 809
2026
Q1 		$6.41M Buy
97,894
+36,973
+61% +$2.58M ﹤0.01% 1000
2025
Q4 		$3.84M Buy
60,921
+3,879
+7% +$247K ﹤0.01% 1196
2025
Q3 		$3.69M Buy
57,042
+32,791
+135% +$2.25M ﹤0.01% 1063
2025
Q2 		$1.54M Sell
24,251
-24,982
-51% -$1.5M ﹤0.01% 1520
2025
Q1 		$2.85M Buy
49,233
+304
+0.6% +$19.3K ﹤0.01% 964
2024
Q4 		$3.2M Buy
48,929
+40,329
+469% +$2.55M ﹤0.01% 865
2024
Q3 		$476K Buy
+8,600
New +$444K ﹤0.01% 2154
2022
Q2 		– Sell
-7,057
Closed -$204K – 2550
2022
Q1 		$204K Sell
7,057
-1,960
-22% -$64K ﹤0.01% 1881
2021
Q4 		$329K Buy
9,017
+2,527
+39% +$91.9K ﹤0.01% 1558
2021
Q3 		$227K Buy
+6,490
New +$216K ﹤0.01% 1787

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Creative Planning's VCTR Position: Q2 2026 in Review

Creative Planning increased its Victory Capital Holdings (VCTR) stake by 36% in Q2 2026, buying an estimated $2.82M and bringing the position to 132,938 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #809.

Creative Planning first reported a position in VCTR in Q3 2021 and has held it in 11 quarters since. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Creative Planning held 132,938 shares of Victory Capital Holdings worth $11.2M as of Q2 2026.
  • Creative Planning bought 35,044 Victory Capital Holdings shares in Q2 2026, an estimated $2.82M.
  • Victory Capital Holdings made up 0.01% of Creative Planning's portfolio in Q2 2026, its #809 holding.
  • Creative Planning first reported a position in Victory Capital Holdings in Q3 2021 and has held it in 11 quarters since.
  • 357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.