Mercer Global Advisors
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Mercer Global Advisors’s Vertex VERX Stock Holding History

Mercer Global 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
2026
Q2 		$239K Sell
20,781
-454
-2% -$5.67K ﹤0.01% 3064
2026
Q1 		$252K Buy
+21,235
New +$331K ﹤0.01% 2610

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mercer Global Advisors's VERX Position: Q2 2026 in Review

Mercer Global Advisors reduced its Vertex (VERX) stake by 2.1% in Q2 2026, selling an estimated $5.67K and leaving 20,781 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Mercer Global Advisors first reported a position in VERX in Q1 2026 and has held it in 2 quarters since. The position peaked at $252K in Q1 2026. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Mercer Global Advisors held 20,781 shares of Vertex worth $239K as of Q2 2026.
  • Mercer Global Advisors sold 454 Vertex shares in Q2 2026, an estimated $5.67K.
  • Vertex made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3064 holding.
  • Mercer Global Advisors first reported a position in Vertex in Q1 2026 and has held it in 2 quarters since.
  • Mercer Global Advisors's Vertex position peaked at $252K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.