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Vertex shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in Vertex

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All positions including Vertex held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $81k 2.3k 36.05
2024-06-30 $25k 776 31.76
2023-12-31 $0 5 0.00

More positions owned by Ronald Blue Trust

Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Etf Ser Solutions Vident Us Bond (VBND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Internati (VIDI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Ronald Blue Trust

Top funds holding Vertex

Vanguard Group
BlackRock
BlackRock
Tensile Capital Management
Neuberger Berman Group
Fred Alger Management
Conestoga Capital Advisors
Legacy Advisors
Jpmorgan Chase & Co
Franklin Resources
TimesSquare Capital Management
Geneva Capital Management
Geode Capital Management
Hanna Zanoni
Palisade Capital Management

View all funds holding Vertex