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MCF Advisors’s Vertex VERX Stock Holding History

MCF Advisors’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 		– Sell
-357
Closed -$12.6K – 1007
2025
Q2 		$12.6K Hold
357
– – ﹤0.01% 616
2025
Q1 		$12.5K Buy
357
+31
+10% +$1.42K ﹤0.01% 614
2024
Q4 		$17.4K Sell
326
-208
-39% -$10.1K ﹤0.01% 580
2024
Q3 		$20.6K Sell
534
-379
-42% -$14K ﹤0.01% 548
2024
Q2 		$32.9K Sell
913
-596
-39% -$19.2K ﹤0.01% 457
2024
Q1 		$47.9K Sell
1,509
-57
-4% -$1.54K ﹤0.01% 381
2023
Q4 		$42.2K Sell
1,566
-8
-0.5% -$205 ﹤0.01% 396
2023
Q3 		$36.4K Buy
1,574
+184
+13% +$3.79K ﹤0.01% 396
2023
Q2 		$27.1K Hold
1,390
– – ﹤0.01% 435
2023
Q1 		$28.8K Buy
1,390
+411
+42% +$6.34K ﹤0.01% 430
2022
Q4 		$14.2K Buy
979
+242
+33% +$3.87K ﹤0.01% 491
2022
Q3 		$10K Buy
+737
New +$9.35K ﹤0.01% 558

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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 $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return