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Vertex shares owned by Westover Capital Advisors

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

Historical chart of Westover Capital Advisors investment in Vertex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vertex by Westover Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 55k 38.51
2024-06-30 $558k 16k 36.05

More positions owned by Westover Capital Advisors

Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Gold Tr Gold Shs (GLD)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Westover Capital Advisors

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