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VERX · Vertex, Inc. · Held by Funds

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$12.26 -0.01 (-0.08%) At close · Sep 11
Russell 2000 member Rebalance outlook locked
Market Cap
$1.99B
Shares
162.22M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding VERX

188 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,255,642 $25,894,770 0.00%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND 1,840,855 $24,575,414 0.01%
iShares Russell 2000 ETF 1,914,348 $21,976,715 0.03%
VANGUARD SMALL-CAP INDEX FUND 1,642,337 $18,854,029 0.01%
VANGUARD SMALL-CAP GROWTH INDEX FUND 963,531 $11,061,336 0.02%
VANGUARD EXTENDED MARKET INDEX FUND 847,157 $9,725,362 0.01%
Fidelity Enhanced Small Cap Core ETF 764,562 $8,777,172 0.15%
Fidelity Small Cap Index Fund 693,883 $8,583,333 0.03%
William Blair Small Cap Growth Fund 725,075 $8,323,861 0.68%
Nationwide Geneva Small Cap Growth Fund 645,027 $7,978,984 0.72%
iShares Russell 2000 Growth ETF 683,929 $7,851,505 0.05%
JPMorgan Small Cap Growth Fund 638,415 $7,329,004 0.28%
Aperture Discover Equity Fund 255,635 $6,886,807 3.24%
Brown Advisory Small-Cap Growth Fund 470,840 $5,405,243 0.91%
Virtus KAR Mid-Cap Growth Fund 455,318 $5,227,051 1.29%
Fidelity Extended Market Index Fund 384,194 $5,128,990 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 360,275 $4,809,671 0.03%
Schwab U.S. Small-Cap ETF 350,829 $4,683,567 0.02%
iShares Expanded Tech-Software Sector ETF 379,717 $4,359,151 0.03%
Brown Capital Management Small Company Fund 275,508 $3,162,832 0.99%
SmallCap Growth Fund I 245,884 $3,041,585 0.13%
Fidelity MSCI Information Technology Index ETF 227,997 $2,820,323 0.02%
State Street(R) SPDR(R) S&P(R) Software & Services ETF 229,664 $2,636,543 0.66%
Buffalo Small Cap Growth Fund 229,357 $2,633,018 0.56%
Goldman Sachs Small Cap Equity Insights Fund 193,589 $2,394,696 0.33%
JPMorgan Small Cap Blend Fund 202,921 $2,329,533 0.14%
Dimensional U.S. Small Cap ETF 175,996 $2,177,071 0.02%
NYLIM VP Small Cap Growth Portfolio 165,360 $1,898,333 0.44%
Schwab Small-Cap Index Fund 153,110 $1,893,971 0.03%
Fidelity Total Market Index Fund 137,898 $1,840,938 0.00%
VIP Disciplined Small Cap Portfolio 140,586 $1,613,927 0.24%
Master Small Cap Index Series 136,136 $1,562,841 0.03%
Brown Advisory Sustainable Small-Cap Core Fund 134,722 $1,546,609 1.30%
Fidelity Series Total Market Index Fund 112,271 $1,498,818 0.00%
Multi-Manager Small Cap Equity Strategies Fund 101,183 $1,350,793 0.11%
Goldman Sachs Small Cap Growth Insights Fund 92,596 $1,145,413 0.40%
iShares Core S&P Total U.S. Stock Market ETF 99,262 $1,139,528 0.00%
State Street Institutional Small-Cap Equity Fund 92,415 $1,060,924 0.20%
Nuveen Small Cap Blend Index Fund 84,271 $1,042,432 0.03%
Saba Capital Income & Opportunities Fund 76,982 $952,267 0.24%
EQ/2000 Managed Volatility Portfolio 80,136 $919,961 0.02%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 65,567 $875,319 0.05%
Fidelity Small Cap Growth Index Fund 68,244 $783,441 0.05%
Adara Smaller Companies Fund 54,942 $733,476 0.09%
Fidelity Nasdaq Composite Index Fund 49,015 $654,350 0.00%
Schwab Total Stock Market Index Fund 49,183 $608,394 0.00%
LVIP State Street Small-Cap Index Fund 52,000 $596,960 0.03%
Schwab U.S. Broad Market ETF 44,513 $594,249 0.00%
ALGER SMALL CAP GROWTH FUND 45,896 $567,734 0.30%
Counterpoint Tactical Equity Fund 48,583 $557,733 0.08%
Showing 1–50 of 188 positions
Key facts CIK 1806837 CUSIP 92538J106 13F (30d) 76 filings 75 filers Visit website Investor relations