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Company · VERX · listed in US

ETFs that hold Vertex Inc

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49 thematic and core ETFs hold Vertex Inc, by holdings dated Jun 30, 2026 to Nov 4, 2026. XSW holds the most, at 0.90% of the fund on Nov 3, 2026. The next largest are XITK (0.80%) and BUYO (0.42%).

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1 income and other fund on it is listed below.

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Share of each fund · one bar per fund, largest first
XSW 0.90%49 fundsDFAI <0.01%
0
funds above 10%
0.03%
median share
49
funds under 1%

Thematic and core funds that hold it

49 funds
49 of 49 · click a column to sort
ETFs that hold Vertex Inc
#FundNameShare of the fund ↓Holdings filedAsset
1XSWState Street SPDR S&P Software & Services ETF0.90%Nov 3, 2026Equity
2XITKState Street SPDR FactSet Innovative Technology ETF0.80%Nov 3, 2026Equity
3BUYOKraneShares Man Buyout Beta Index ETF0.42%Nov 4, 2026Equity
4FSEGFidelity Enhanced Small Cap Growth ETF0.24%Jun 30, 2026Equity
5FINXGlobal X FinTech ETF0.19%Aug 31, 2026Equity
6SCDSJPMorgan Fundamental Data Science Small Core ETF0.17%Nov 3, 2026Equity
7FESMFidelity Enhanced Small Cap Core ETF0.15%Jun 30, 2026Equity
8HAPSHarbor Human Capital Factor US Small Cap ETF0.14%Jul 31, 2026Equity
9TPSCTimothy Plan US Small Cap Core ETF0.14%Jun 30, 2026Equity
10ESSCEventide Small Cap ETF0.11%Jul 31, 2026Equity
11QSMLWisdomTree U.S. SmallCap Quality Growth Fund0.09%Jun 30, 2026Equity
12IWOiShares Russell 2000 Growth ETF0.07%Nov 3, 2026Equity
13VFQYVanguard U.S. Quality Factor ETF0.07%Sep 30, 2026Equity
14VTWGVanguard Russell 2000 Growth ETF0.06%Sep 30, 2026Equity
15SEISSEI Select Small Cap ETF0.05%Jun 30, 2026Equity
16RESMColumbia Research Enhanced Small Cap ETF0.04%Jun 30, 2026Equity
17IGViShares Expanded Tech-Software Sector ETF0.04%Nov 3, 2026Equity
18IWMiShares Russell 2000 ETF0.04%Nov 3, 2026Equity
19AVSCAvantis U.S. Small Cap Equity ETF0.03%Nov 2, 2026Equity
20ISCGiShares Morningstar Small-Cap Growth ETF0.03%Nov 3, 2026Equity
21RSSLGlobal X Russell 2000 ETF0.03%Jul 31, 2026Equity
22STXKStrive Small-Cap ETF0.03%Jun 30, 2026Equity
23PRFZInvesco RAFI US 1500 Small-Mid ETF0.03%Nov 3, 2026Equity
24VTWOVanguard Russell 2000 ETF0.03%Sep 30, 2026Equity
25VBKVanguard Morningstar Small-Cap Growth ETF0.03%Sep 30, 2026Equity
26SCHASchwab U.S. Small-Cap ETF0.02%Aug 31, 2026Equity
27RILAIndexperts Gorilla Aggressive Growth ETF0.02%Jul 31, 2026Equity
28MSMLiShares MSCI USA Small-Cap ETF0.02%Nov 3, 2026Equity
29ISCB(name not filed)0.01%Jul 31, 2026Equity
30VGTVanguard Information Tech ETF0.01%Sep 30, 2026Equity
31VBVanguard Morningstar Small-Cap ETF0.01%Sep 30, 2026Equity
32VXFVanguard Extended Market ETF0.01%Sep 30, 2026Equity
33IGMiShares Expanded Tech Sector ETF0.01%Nov 3, 2026Equity
34TECBiShares U.S. Tech Breakthrough Multisector ETF0.01%Nov 3, 2026Equity
35WSMLiShares MSCI World Small-Cap ETF0.01%Nov 3, 2026Equity
36DXIVDimensional International Vector Equity ETF0.01%Jul 31, 2026Equity
37TILTNorthern Trust Morningstar US Market Factor Tilt ETF0.01%Jul 31, 2026Equity
38SPGMState Street SPDR Portfolio MSCI Global Stock Market ETF<0.01%Nov 3, 2026Equity
39DFASU.S. Small Cap Portfolio: ETF Class Shares<0.01%Jul 31, 2026Equity
40DFISDimensional International Small Cap ETF<0.01%Jul 31, 2026Equity
41DFSUDimensional US Sustainability Core 1 ETF<0.01%Jul 31, 2026Equity
42DFAXDimensional World ex U.S. Core Equity 2 ETF<0.01%Jul 31, 2026Equity
43DFICDimensional International Core Equity 2 ETF<0.01%Jul 31, 2026Equity
44DFACU.S. Core Equity 2 Portfolio ETF Class Shares<0.01%Jul 31, 2026Equity
45DFUSDimensional U.S. Equity Market ETF<0.01%Jul 31, 2026Equity
46VTHRVanguard Russell 3000 ETF<0.01%Sep 30, 2026Equity
47VTIVanguard Morningstar Total Stock Market ETF<0.01%Sep 30, 2026Equity
48DCORUS Core Equity 1 Portfolio ETF Class Shares<0.01%Jul 31, 2026Equity
49DFAIDimensional International Core Equity Market ETF<0.01%Jul 31, 2026Equity
As of Nov 5, 2026. Source: each fund's own holdings.

Income and other funds that hold it

Income and other funds that hold it
#FundNameShare of the fundHoldings filedCategory
1ITWOProShares Russell 2000 High Income ETF0.03%Aug 31, 2026Income
As of Nov 5, 2026. Source: each fund's own holdings.

Funds that hold its debt

1 US listed ETF hold Vertex Inc’s debt.

Funds that hold its debt
#FundNameShare of the fundHoldings filedAsset
1ICVTiShares Convertible Bond ETF0.09%Nov 3, 2026Debt
As of Nov 5, 2026. Source: each fund's own holdings.

How we count

Vertex Inc (ticker VERX, listed in US) is matched in every holdings book ETFIQ publishes, by its ticker and name.

Amber dates are more than a quarter old; the fund may have traded since.

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Questions people ask

Which ETFs hold Vertex Inc?
49 thematic and core ETFs hold Vertex Inc, by holdings dated Jun 30, 2026 to Nov 4, 2026. The largest positions are XSW at 0.90% of the fund on Nov 3, 2026, XITK at 0.80% of the fund on Nov 3, 2026 and BUYO at 0.42% of the fund on Nov 4, 2026. 1 income and other fund on it is listed apart.
Sources and dates
HoldingsSEC Form N-PORT, what a fund filed it holds ↗
FilingsSEC EDGAR, full-text search of fund filings ↗

Links go to the source documents. ETFIQ is an independent publisher and makes no recommendations. Standards and sources →

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ETFIQ, ETFs holding Vertex Inc, data as of Nov 5, 2026. https://etfiq.com/holdings/verx/

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