Creative Planning’s Vertex VERX Stock Holding History

Creative Planning’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$714K	Buy	62,232 +30,377	+95%	+$379K	﹤0.01%	2908
2026 Q1	$379K	Buy	31,855 +3,270	+11%	+$50.9K	﹤0.01%	3240
2025 Q4	$571K	Buy	+28,585	New	+$618K	﹤0.01%	2719

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's VERX Position: Q2 2026 in Review

Creative Planning increased its Vertex (VERX) stake by 95% in Q2 2026, buying an estimated $379K and bringing the position to 62,232 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Creative Planning first reported a position in VERX in Q4 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Creative Planning held 62,232 shares of Vertex worth $714K as of Q2 2026.
Creative Planning bought 30,377 Vertex shares in Q2 2026, an estimated $379K.
Vertex made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2908 holding.
Creative Planning first reported a position in Vertex in Q4 2025 and has held it in 3 quarters since.
230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.