Creative Planning
VSTS icon

Creative Planning’s Vestis VSTS Stock Holding History

Creative Planning’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$586K Buy
74,552
+34,553
+86% +$252K ﹤0.01% 2896
2025
Q4 		$267K Buy
39,999
+27,610
+223% +$161K ﹤0.01% 3334
2025
Q3 		$56.1K Buy
12,389
+968
+8% +$4.96K ﹤0.01% 3750
2025
Q2 		$65.4K Buy
+11,421
New +$80.2K ﹤0.01% 3489
2025
Q1 		– Sell
-95
Closed -$1.45K – 3740
2024
Q4 		$1.45K Buy
+95
New +$1.43K ﹤0.01% 3495

Other funds holding VSTS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 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

Creative Planning's VSTS Position: Q1 2026 in Review

Creative Planning increased its Vestis (VSTS) stake by 86% in Q1 2026, buying an estimated $252K and bringing the position to 74,552 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Creative Planning first reported a position in VSTS in Q4 2024 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold VSTS as of Q1 2026.

  • Creative Planning held 74,552 shares of Vestis worth $586K as of Q1 2026.
  • Creative Planning bought 34,553 Vestis shares in Q1 2026, an estimated $252K.
  • Vestis made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2896 holding.
  • Creative Planning first reported a position in Vestis in Q4 2024 and has held it in 5 quarters since.
  • 268 funds tracked by Wall St. Rank held Vestis as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.