Creative Planning’s VTEX VTEX Stock Holding History

Creative Planning’s Portfolio VTEX Stock Details VTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61.5K	Buy	15,384 +4,739	+45%	+$18.1K	﹤0.01%	4095
2026 Q1	$42.6K	Buy	+10,645	New	+$37.2K	﹤0.01%	3995

Other funds holding VTEX

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Planning's VTEX Position: Q2 2026 in Review

Creative Planning increased its VTEX (VTEX) stake by 45% in Q2 2026, buying an estimated $18.1K and bringing the position to 15,384 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4095.

Creative Planning first reported a position in VTEX in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold VTEX as of Q2 2026.

Creative Planning held 15,384 shares of VTEX worth $61.5K as of Q2 2026.
Creative Planning bought 4,739 VTEX shares in Q2 2026, an estimated $18.1K.
VTEX made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4095 holding.
Creative Planning first reported a position in VTEX in Q1 2026 and has held it in 2 quarters since.
109 funds tracked by Wall St. Rank held VTEX as of Q2 2026.

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