Creative Planning »

Victory Cap Hldgs shares owned by Creative Planning

Quarter-by-quarter ownership of Victory Cap Hldgs (VCTR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Victory Cap Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Victory Cap Hldgs held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Victory Cap Hldgs by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $477k 8.6k 55.40
2022-03-31 $204k 7.1k 28.91
2021-12-31 $329k 9.0k 36.49
2021-09-30 $227k 6.5k 34.98

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Victory Cap Hldgs

Crestview Partners II GP
Vanguard Group
BlackRock
Capital World Investors
Franklin Resources
Van Berkom & Associates
Bahl & Gaynor
Dimensional Fund Advisors
Hanna Zanoni
LSV Asset Management
State Street Corporation
Granahan Investment Management
Geode Capital Management
Bank of America Corporation
TimesSquare Capital Management

View all funds holding Victory Cap Hldgs