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Vertex shares owned by Creative Planning

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Vertex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vertex by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $571k 29k 19.97

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Vertex

UBS Group
Vanguard Group
BlackRock
Tensile Capital Management
Nomura Holdings
Neuberger Berman Group
Brown Advisory Holdings Incorporated
Geneva Capital Management
Massachusetts Financial Services
Conestoga Capital Advisors
Wellington Management Company
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Barclays

View all funds holding Vertex