Vanguard Personalized Indexing Management’s Vertex VERX Stock Holding History

Vanguard Personalized Indexing 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	$153K	Buy	+13,319	New	+$166K	﹤0.01%	1975

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Personalized Indexing Management's VERX Position: Q2 2026 in Review

Vanguard Personalized Indexing Management opened a new position in Vertex (VERX) in Q2 2026: 13,319 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings.

227 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Vanguard Personalized Indexing Management held 13,319 shares of Vertex worth $153K as of Q2 2026.
Vertex was a new Vanguard Personalized Indexing Management position in Q2 2026.
Vertex made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1975 holding.
227 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.