VCA
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Verdence Capital Advisors’s Vertex VERX Stock Holding History

Verdence Capital 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
Q1 		$119K Buy
+10,039
New +$156K 0.01% 627
2025
Q4 		– Sell
-11,538
Closed -$296K – 719
2025
Q3 		$296K Buy
11,538
+600
+5% +$17.4K 0.02% 596
2025
Q2 		$386K Buy
10,938
+826
+8% +$31.4K 0.03% 487
2025
Q1 		$354K Buy
10,112
+2,757
+37% +$126K 0.03% 485
2024
Q4 		$392K Sell
7,355
-958
-12% -$46.5K 0.03% 409
2024
Q3 		$320K Buy
8,313
+477
+6% +$17.6K 0.03% 500
2024
Q2 		$282K Buy
7,836
+1,134
+17% +$36.5K 0.03% 495
2024
Q1 		$213K Buy
+6,702
New +$181K 0.02% 557

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return