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Vertex shares owned by Savant Capital Management

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Savant Capital Management from 13F filings

Historical chart of Savant Capital Management investment in Vertex

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All positions including Vertex held by Savant Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Savant Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $121k 11k 11.49

More positions owned by Savant Capital Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Small Cap Etf
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Cor Equ 2 Etf
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Savant Capital Management

Top funds holding Vertex

BlackRock
Vanguard Portfolio Management
UBS Group
Brown Advisory Holdings Incorporated
Vanguard Capital Management
Tensile Capital Management
Jpmorgan Chase & Co
D. E. Shaw & Co
William Blair Investment Management
State Street Corporation
Geode Capital Management
Nomura Holdings
Divisar Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Goldman Sachs Group

View all funds holding Vertex