Creative Planning’s Vistra VST Stock Holding History

Creative Planning’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18M	Buy	113,348 +14,785	+15%	+$2.29M	0.01%	559
2026 Q1	$14.8M	Buy	98,563 +8,677	+10%	+$1.4M	0.01%	540
2025 Q4	$14.5M	Buy	89,886 +8,812	+11%	+$1.61M	0.01%	492
2025 Q3	$15.9M	Buy	81,074 +18,561	+30%	+$3.68M	0.01%	426
2025 Q2	$12.1M	Buy	62,513 +19,975	+47%	+$2.96M	0.01%	462
2025 Q1	$5M	Buy	42,538 +908	+2%	+$136K	﹤0.01%	708
2024 Q4	$5.74M	Buy	41,630 +10,578	+34%	+$1.47M	0.01%	620
2024 Q3	$3.68M	Buy	31,052 +7,753	+33%	+$658K	﹤0.01%	759
2024 Q2	$2M	Buy	23,299 +6,190	+36%	+$518K	﹤0.01%	985
2024 Q1	$1.19M	Buy	17,109 +3,291	+24%	+$163K	﹤0.01%	1224
2023 Q4	$532K	Buy	13,818 +3,166	+30%	+$110K	﹤0.01%	1673
2023 Q3	$353K	Buy	+10,652	New	+$320K	﹤0.01%	1800
2023 Q2	–	Sell	-100	Closed	-$2.4K	–	2850
2023 Q1	$2.4K	Buy	+100	New	+$2.32K	﹤0.01%	2513
2021 Q2	–	Sell	-13,698	Closed	-$242K	–	2598
2021 Q1	$242K	Buy	13,698 +2,843	+26%	+$56.5K	﹤0.01%	1947
2020 Q4	$213K	Buy	10,855 +446	+4%	+$8.3K	﹤0.01%	1854
2020 Q3	$196K	Buy	+10,409	New	+$196K	﹤0.01%	1689

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's VST Position: Q2 2026 in Review

Creative Planning increased its Vistra (VST) stake by 15% in Q2 2026, buying an estimated $2.29M and bringing the position to 113,348 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #559.

Creative Planning first reported a position in VST in Q3 2020 and has held it in 16 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Creative Planning held 113,348 shares of Vistra worth $18M as of Q2 2026.
Creative Planning bought 14,785 Vistra shares in Q2 2026, an estimated $2.29M.
Vistra made up 0.01% of Creative Planning's portfolio in Q2 2026, its #559 holding.
Creative Planning first reported a position in Vistra in Q3 2020 and has held it in 16 quarters since.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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