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Vertex shares owned by Ellsworth Advisors

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Ellsworth Advisors from 13F filings

Historical chart of Ellsworth Advisors investment in Vertex

Tip: Access up to 7 years of quarterly data

All positions including Vertex held by Ellsworth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $471k 15k 31.34

More positions owned by Ellsworth Advisors

Caterpillar (CAT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eaton Corp SHS (ETN)
Merck & Co (MRK)
Waste Management (WM)
Packaging Corporation of America (PKG)
Apple (AAPL)
Intuit (INTU)
Harbor Etf Trust Harbor Commodity (HGER)
Interactive Brokers Group In Com Cl A (IBKR)
Public Storage (PSA)
Cigna Corp (CI)
Allstate Corporation (ALL)
Prudential Financial (PRU)

View all positions for Ellsworth Advisors

Top funds holding Vertex

Vanguard Group
Tensile Capital Management
Fred Alger Management
Neuberger Berman Group
Conestoga Capital Advisors
Jpmorgan Chase & Co
Legacy Advisors
Wsfs Capital Management
TimesSquare Capital Management
Palisade Capital Management
Pembroke Management
Henderson Group
William Blair Investment Management
Dimensional Fund Advisors
Susquehanna International

View all funds holding Vertex