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
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 – 2551
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 $5.7T AUM 30.48% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return