Position in VLGEA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,908,184
+$648,922 QoQ
Shares Held
68,947
+28.9% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 151 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VLGEA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $54,235,940 across 9 Grocery Stores names. VLGEA ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
295,648 | $16,417,332 | |
| 2 | WMK |
Weis Markets Inc
|
155,628 | $12,187,228 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
|
100,317 | $8,484,811 | |
| 4 | IMKTA |
Ingles Markets Inc
|
82,835 | $7,337,524 | |
| 5 | ACI |
Albertsons Companies, Inc.
|
255,397 | $3,455,521 | |
| 6 | VLGEA |
Village Super Market Inc
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|
68,947 | $2,908,184 | |
| 7 | GO |
Grocery Outlet Holding Corp.
|
192,007 | $1,916,229 | |
| 8 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
30,770 | $954,485 |
All Filings in VLGEA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,908,184 | 68,947 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,259,262 | 53,499 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,414,867 | 39,968 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $235,740 | 6,310 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||