Position in VVV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,168,525
+$223,667 QoQ
Shares Held
29,553
+5.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 447 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $57,554,461 across 16 Auto & Truck Dealerships names. VVV ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
368,695 | $24,267,504 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
27,580 | $5,545,785 | |
| 3 | KMX |
Carmax Inc
|
85,016 | $4,496,495 | |
| 4 | LAD |
Lithia Motors Inc
|
13,003 | $3,777,241 | |
| 5 | AN |
Autonation, Inc.
|
20,185 | $3,750,171 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
17,729 | $3,172,604 | |
| 7 | CARG |
CarGurus, Inc.
|
89,051 | $3,035,748 | |
| 8 | GPI |
Group 1 Automotive Inc
|
8,570 | $2,495,326 |
All Filings in VVV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,525 | 29,553 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $944,858 | 28,054 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $470,568 | 16,193 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $496,240 | 13,819 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $311,479 | 8,225 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $204,404 | 5,872 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,376 | 425 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $246,579 | 5,892 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $273,714 | 6,336 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $254,449 | 5,709 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $201,578 | 5,364 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $263,544 | 7,026 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $2,448 | 75 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||