Vertex Planning Partners, LLC Purchases in Q2 2025

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
61.3K
+ 60.42%
$52.4 - $64.65 $3.21M - $3.97M
163K $10.3B
Blackrock ETF Trust
119K
New
N/A
119K $4.24B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.86K
+ 1.4%
$50.39 - $60.05 $446K - $532K
641K $38.5B
J P Morgan Exchange Traded F
4.04K
+ 2.91%
N/A
143K $12.1B
SPYG
Spdr Portfolio

ETFs
279
+ 0.18%
$71.83 - $95.32 $20K - $26.6K
157K $15B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
44.2K
New
$50.09 - $51.09 $2.21M - $2.26M
44.2K $2.26B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
47.1K
+ 92.82%
$34.72 - $42.74 $1.64M - $2.02M
97.9K $4.19B
XLG
Invesco Exchange Traded Fd Tr

ETFs
29.7K
+ 54.61%
$40.94 - $52.1 $1.22M - $1.55M
84K $4.38B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
18.5K
+ 113.48%
$97.29 - $105.63 $1.8M - $1.96M
34.9K $3.55B
Blackrock ETF Trust
59.6K
New
N/A
59.6K $1.72B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.38K
+ 2.49%
$43.53 - $54.46 $191K - $238K
180K $9.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.61K
+ 14.63%
$152.42 - $182.82 $550K - $659K
28.3K $5.17B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
9.09K
+ 393.34%
$99.1 - $99.49 $901K - $904K
11.4K $1.13B
XTEN
Bondbloxx ETF Tr Bloomberg 10
18.4K
+ 125.8%
N/A
33K $1.52B
Blackrock ETF Trust
6.64K
+ 1.4%
N/A
480K $13.1B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
655
+ 2.35%
$82.32 - $112.47 $53.9K - $73.7K
28.5K $3.21B
MSFT
Microsoft Corp

Technology
64
+ 1.43%
$354.56 - $497.45 $22.7K - $31.8K
4.53K $2.25B
TFLO
Ishares Treasury Floating Rate

ETFs
11.3K
+ 3.99%
$50.47 - $50.66 $569K - $571K
294K $14.9B
EFG
Msci Eafe Growth ETF

ETFs
1.05K
+ 2.81%
$89.8 - $112.0 $93.8K - $117K
38.3K $4.29B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.68K
+ 35.82%
$91.43 - $91.74 $520K - $521K
21.6K $1.98B
HEEM
Ishares Currency Hedged Msci E

ETFs
4.81K
+ 2.77%
$24.94 - $30.1 $120K - $145K
179K $5.37B
IVE
Ishares S&P 500 Value ETF

ETFs
1.57K
+ 4.07%
$168.34 - $195.42 $264K - $307K
40.1K $7.84B
NVDA
Nvidia Corp

Technology
741
+ 9.95%
$94.31 - $157.99 $69.9K - $117K
8.19K $1.29B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
279
+ 0.25%
$32.66 - $40.75 $9.11K - $11.4K
113K $4.57B
PULS
Pgim ETF Tr

ETFs
7.05K
+ 4.41%
$49.39 - $49.76 $348K - $351K
167K $8.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.29K
+ 1.85%
$51.16 - $62.02 $66K - $80K
71K $4.41B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.43K
+ 10.65%
$50.52 - $50.92 $275K - $277K
56.4K $2.87B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
120
+ 0.13%
$68.45 - $79.52 $8.21K - $9.54K
93.5K $7.44B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.16K
New
$62.73 - $78.42 $198K - $247K
3.16K $245M
ORCL
Oracle Corp

Technology
25
+ 0.86%
$122.82 - $218.63 $3.07K - $5.47K
2.93K $641M
BLOK
Amplify ETF Tr Trnsformational

ETFs
4K
New
$32.56 - $57.11 $130K - $228K
4K $228M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.3K
New
$53.69 - $67.27 $177K - $222K
3.3K $222M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
792
New
$179.95 - $278.88 $143K - $221K
792 $221M
MBB
Ishares Tr

ETFs
2.21K
+ 2.66%
$91.41 - $94.22 $202K - $209K
85.5K $8.03B
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
New
$82.51 - $109.2 $164K - $217K
1.99K $217M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.26K
+ 1.85%
$116.93 - $119.39 $148K - $151K
69.5K $8.28B
TSLA
Tesla, Inc.

Consumer Cyclical
674
New
$221.86 - $362.89 $150K - $245K
674 $214M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.28K
New
$22.54 - $23.17 $209K - $215K
9.28K $213M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1K
New
$149.56 - $212.83 $150K - $213K
1K $213M
CGGO
Capital Group Global Growth Eq

ETFs
6.44K
New
$25.31 - $32.17 $163K - $207K
6.44K $206M
PM
Philip Morris International Inc.

Consumer Defensive
1.13K
New
$149.23 - $184.95 $169K - $209K
1.13K $206M
AVGO
Broadcom Inc.

Technology
114
+ 7.12%
$146.29 - $275.65 $16.7K - $31.4K
1.72K $473M
PFGC
Performance Food Group CO

Consumer Defensive
2.31K
New
$71.62 - $89.56 $165K - $207K
2.31K $202M
DFAI
Dimensional ETF Tr

ETFs
5.81K
New
$28.02 - $34.71 $163K - $202K
5.81K $201M
DFAU
Dimensional ETF Tr

ETFs
1.78K
+ 12.75%
$34.04 - $42.36 $60.7K - $75.6K
15.8K $668M
T Rowe Price ETF Inc
2.07K
+ 28.89%
N/A
9.25K $374M
IEFA
Ishares Tr

ETFs
911
+ 15.9%
$67.83 - $84.09 $61.8K - $76.6K
6.64K $554M
Blackrock ETF Trust Ii
1.82K
+ 5.42%
N/A
35.5K $1.87B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
452
+ 4.06%
$60.34 - $74.89 $27.3K - $33.9K
11.6K $868M
Activity Summary
Buys All Purchases 99 New Holdings 15 Increased Positions 84 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email