Creative Planning
VVX icon

Creative Planning’s V2X VVX Stock Holding History

Creative Planning’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$692K Buy
9,277
+4,128
+80% +$307K ﹤0.01% 2938
2026
Q1 		$353K Buy
+5,149
New +$348K ﹤0.01% 3294
2023
Q4 		– Sell
-4
Closed -$207 – 3099
2023
Q3 		$207 Buy
+4
New +$201 ﹤0.01% 2870
2017
Q3 		– Sell
-338
Closed -$11K – 3689
2017
Q2 		$11K Sell
338
-146
-30% -$4.06K ﹤0.01% 3585
2017
Q1 		$11K Sell
484
-5
-1% -$115 ﹤0.01% 3545
2016
Q4 		$12K Hold
489
– – ﹤0.01% 3440
2016
Q3 		$7K Sell
489
-6
-1% -$180 ﹤0.01% 3746
2016
Q2 		$14K Sell
495
-116
-19% -$2.78K ﹤0.01% 3032
2016
Q1 		$14K Sell
611
-1,412
-70% -$28K ﹤0.01% 3015
2015
Q4 		$42K Buy
2,023
+1,412
+231% +$32.9K ﹤0.01% 2264
2015
Q3 		$13K Buy
+611
New +$14.8K ﹤0.01% 3046
2015
Q2 		– Sell
-555
Closed -$14K – 2998
2015
Q1 		$14K Buy
555
+36
+7% +$1.04K ﹤0.01% 2992
2014
Q4 		$14K Sell
519
-11
-2% -$279 ﹤0.01% 2928
2014
Q3 		$10K Buy
+530
New +$10.4K ﹤0.01% 2953

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Creative Planning's VVX Position: Q2 2026 in Review

Creative Planning increased its V2X (VVX) stake by 80% in Q2 2026, buying an estimated $307K and bringing the position to 9,277 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Creative Planning first reported a position in VVX in Q3 2014 and has held it in 14 quarters since. 331 funds tracked by Wall St. Rank hold VVX as of Q2 2026.

  • Creative Planning held 9,277 shares of V2X worth $692K as of Q2 2026.
  • Creative Planning bought 4,128 V2X shares in Q2 2026, an estimated $307K.
  • V2X made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2938 holding.
  • Creative Planning first reported a position in V2X in Q3 2014 and has held it in 14 quarters since.
  • 331 funds tracked by Wall St. Rank held V2X as of Q2 2026.

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