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
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 – 3000
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return