Mather Group’s Vertex VERX Stock Holding History

Mather Group’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 Q4	–	Sell	-146	Closed	-$3.62K	–	1607
2025 Q3	$3.62K	Buy	+146	New	+$4.23K	﹤0.01%	1456
2025 Q2	–	Sell	-182	Closed	-$6.37K	–	1673
2025 Q1	$6.37K	Hold	182	–	–	﹤0.01%	1354
2024 Q4	$9.71K	Buy	+182	New	+$8.82K	﹤0.01%	1254

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Mather Group's VERX Position: Q4 2025 in Review

Mather Group sold out of Vertex (VERX) in Q4 2025, closing a stake of 146 shares — an estimated $3.62K sold.

Mather Group first reported a position in VERX in Q4 2024 and held it in 3 quarters. The position peaked at $9.71K in Q4 2024. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

Mather Group reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
Mather Group sold 146 Vertex shares in Q4 2025, an estimated $3.62K.
Mather Group first reported a position in Vertex in Q4 2024 and held it in 3 quarters.
Mather Group's Vertex position peaked at $9.71K in Q4 2024.
221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.