IFP Advisors’s VTEX VTEX Stock Holding History

IFP Advisors’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 Q3	$124	Sell	34 -471	-93%	-$1.82K	﹤0.01%	4955
2026 Q2	$2.02K	Sell	505 -387	-43%	-$1.48K	﹤0.01%	4225
2026 Q1	$3.57K	Buy	892 +869	+3,778%	+$3.03K	﹤0.01%	3723
2025 Q4	$86	Sell	23 -1	-4%	-$4	﹤0.01%	4622
2025 Q3	$105	Buy	+24	New	+$121	﹤0.01%	4538

Other funds holding VTEX

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's VTEX Position: Q3 2026 in Review

IFP Advisors reduced its VTEX (VTEX) stake by 93% in Q3 2026, selling an estimated $1.82K and leaving 34 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #4955.

IFP Advisors first reported a position in VTEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.57K in Q1 2026. 4 funds tracked by Wall St. Rank hold VTEX as of Q3 2026.

IFP Advisors held 34 shares of VTEX worth $124 as of Q3 2026.
IFP Advisors sold 471 VTEX shares in Q3 2026, an estimated $1.82K.
VTEX made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4955 holding.
IFP Advisors first reported a position in VTEX in Q3 2025 and has held it in 5 quarters since.
IFP Advisors's VTEX position peaked at $3.57K in Q1 2026.
4 funds tracked by Wall St. Rank held VTEX as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.