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Vertex shares owned by Strategic Advocates

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

Historical chart of Strategic Advocates investment in Vertex

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

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Quarterly reported holdings in Vertex by Strategic Advocates

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 1.1k 11.89
2025-12-31 $49k 2.4k 20.03
2025-09-30 $169k 6.8k 24.79
2025-06-30 $228k 6.5k 35.33
2025-03-31 $207k 5.9k 35.01

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Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
State Street Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Fidelity Low Volatility Factor Etf Etf (FDLO)
Nvidia Corporation Stock (NVDA)
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)
Vanguard Consumer Staples Etf Etf (VDC)
Vanguard Energy Etf Etf (VDE)
Ishares U.s. Healthcare Etf Etf (IYH)

View all positions for Strategic Advocates

Top funds holding Vertex

Vanguard Group
UBS Group
BlackRock
Vanguard Portfolio Management
Morgan Stanley
Tensile Capital Management
Vanguard Capital Management
Neuberger Berman Group
Massachusetts Financial Services
Nomura Holdings
Goldman Sachs Group
Geneva Capital Management
State Street Corporation
Brown Advisory Holdings Incorporated
Geode Capital Management

View all funds holding Vertex