Vanguard Fiduciary Trust
VERX icon

Vanguard Fiduciary Trust’s Vertex VERX Stock Holding History

Vanguard Fiduciary Trust’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 		$6.02M Buy
524,732
+17,365
+3% +$217K ﹤0.01% 2082
2026
Q1 		$6.03M Buy
+507,367
New +$7.9M ﹤0.01% 1980

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

Vanguard Fiduciary Trust's VERX Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its Vertex (VERX) stake by 3.4% in Q2 2026, buying an estimated $217K and bringing the position to 524,732 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Vanguard Fiduciary Trust first reported a position in VERX in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.03M in Q1 2026. 226 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Vanguard Fiduciary Trust held 524,732 shares of Vertex worth $6.02M as of Q2 2026.
  • Vanguard Fiduciary Trust bought 17,365 Vertex shares in Q2 2026, an estimated $217K.
  • Vertex made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #2082 holding.
  • Vanguard Fiduciary Trust first reported a position in Vertex in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Vertex position peaked at $6.03M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.