0001942341-24-000001.txt : 20240214
0001942341-24-000001.hdr.sgml : 20240214
20240214124430
ACCESSION NUMBER: 0001942341-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240214
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Vertex Planning Partners, LLC
CENTRAL INDEX KEY: 0001942341
ORGANIZATION NAME:
IRS NUMBER: 810781488
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22820
FILM NUMBER: 24635127
BUSINESS ADDRESS:
STREET 1: 3000 WOODCREEK DRIVE
STREET 2: SUITE 100
CITY: DOWNERS GROVE
STATE: IL
ZIP: 60515
BUSINESS PHONE: 630-836-3300
MAIL ADDRESS:
STREET 1: 3000 WOODCREEK DRIVE
STREET 2: SUITE 100
CITY: DOWNERS GROVE
STATE: IL
ZIP: 60515
13F-HR
1
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12-31-2023
12-31-2023
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Vertex Planning Partners, LLC
3000 Woodcreek Drive
Suite 100
Downers Grove
IL
60515
13F COMBINATION REPORT
028-22820
000316839
801-122980
0001109448
028-10562
000108477
801-56720
ALLIANCEBERNSTEIN L.P.
0000872259
028-02825
000106139
801-36951
BAHL & GAYNOR INC
0001348883
028-11611
000137028
801-64710
Clearbridge Investments, LLC
0001056288
028-04375
000105325
801-34611
FEDERATED HERMES, INC.
0001207017
028-10469
000122836
801-61701
LAZARD ASSET MANAGEMENT LLC
0000903947
028-03692
000105800
801-28170
MILLER HOWARD INVESTMENTS INC /NY
0001018331
028-05788
000106800
801-48408
NATIXIS ADVISORS, L.P.
0001521019
028-14498
000155584
801-71957
Nuveen Asset Management, LLC
0000884541
028-03125
000110901
801-17958
TRILLIUM ASSET MANAGEMENT, LLC
0001086483
028-04587
000110897
801-40592
ZACKS INVESTMENT MANAGEMENT
0000732812
028-00218
028-00218
Capital Group Companies, Inc.
0000949615
028-05066
028-05066
KAYNE ANDERSON CAPITAL ADVISORS LP
0001071483
028-04171
028-04171
TODD ASSET MANAGEMENT LLC
N
Greg P. Benner
Chief Compliance Officer
630-836-3300
/s/ Greg P. Benner
DOWNERS GROVE
IL
02-14-2024
0
155
337567528
INFORMATION TABLE
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ITL HIGH DIV FD
97717W802
13238976
340409
SH
SOLE
0
0
340409
WISDOMTREE TR
GLB HIGH DIV FD
97717W877
340971
6986
SH
SOLE
0
0
6986
WISDOMTREE TR
US MIDCAP DIVID
97717W505
428384
9376
SH
SOLE
0
0
9376