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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
2026-03-31 $379k 32k 11.89
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 State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Vertex

Vanguard Group
UBS Group
BlackRock
Vanguard Portfolio Management
Morgan Stanley
Tensile Capital Management
Vanguard Capital Management
Neuberger Berman Group
Massachusetts Financial Services
Nomura Holdings
Goldman Sachs Group
Geneva Capital Management
State Street Corporation
Brown Advisory Holdings Incorporated
Geode Capital Management

View all funds holding Vertex