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Hemington Wealth Management’s Vertex VERX Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$0 Sell
3
-35
-92% -$1.01K ﹤0.01% 1739
2025
Q2 		$1K Buy
38
+21
+124% +$799 ﹤0.01% 1471
2025
Q1 		$0 Buy
17
+1
+6% +$46 ﹤0.01% 1773
2024
Q4 		$0 Buy
16
+8
+100% +$388 ﹤0.01% 1804
2024
Q3 		$0 Buy
+8
New +$295 ﹤0.01% 1761

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hemington Wealth Management's VERX Position: Q3 2025 in Review

Hemington Wealth Management reduced its Vertex (VERX) stake by 92% in Q3 2025, selling an estimated $1.01K and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Hemington Wealth Management first reported a position in VERX in Q3 2024 and has held it in 5 quarters since. The position peaked at $1K in Q2 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Hemington Wealth Management held 3 shares of Vertex worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 35 Vertex shares in Q3 2025, an estimated $1.01K.
  • Vertex made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1739 holding.
  • Hemington Wealth Management first reported a position in Vertex in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Vertex position peaked at $1K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.