MSFP
VCX

Mark Sheptoff Financial Planning’s Fundrise Innovation Fund VCX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.48K Buy
+75
New +$10.7K ﹤0.01% 420

Other funds holding VCX

CCM
CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mark Sheptoff Financial Planning's VCX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 75 shares worth $6.48K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings.

52 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • Mark Sheptoff Financial Planning held 75 shares of Fundrise Innovation Fund worth $6.48K as of Q2 2026.
  • Fundrise Innovation Fund was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • Fundrise Innovation Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #420 holding.
  • 52 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.