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Vertex
VERX
Market cap
$2.18B
Overview
Fund Trends
Fund Holders
13.45
USD
-0.23
1.68%
At close
Updated
Aug 25, 3:07 PM EDT
Pre-market
After hours
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
-1.68%
5 days
2.91%
1 month
6.41%
3 months
2.99%
6 months
0.45%
Year to date
-29.25%
1 year
-46.96%
5 years
-37.82%
10 years
-43.79%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
276
HWM
276
Hemington Wealth Management
Falls Church,
Virginia
–
+$388
+8
+100%
1
8
9
10
11
12
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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