Vanguard Capital Management
VERX icon

Vanguard Capital Management’s Vertex VERX Stock Holding History

Vanguard Capital 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
2026
Q2 		$36.4M Buy
3,173,883
+58,426
+2% +$730K ﹤0.01% 2118
2026
Q1 		$37M Buy
+3,115,457
New +$48.5M ﹤0.01% 2011

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

Vanguard Capital Management's VERX Position: Q2 2026 in Review

Vanguard Capital Management increased its Vertex (VERX) stake by 1.9% in Q2 2026, buying an estimated $730K and bringing the position to 3,173,883 shares worth $36.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Vanguard Capital Management first reported a position in VERX in Q1 2026 and has held it in 2 quarters since. The position peaked at $37M in Q1 2026. 226 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Vanguard Capital Management held 3,173,883 shares of Vertex worth $36.4M as of Q2 2026.
  • Vanguard Capital Management bought 58,426 Vertex shares in Q2 2026, an estimated $730K.
  • Vertex made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2118 holding.
  • Vanguard Capital Management first reported a position in Vertex in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Vertex position peaked at $37M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.