Vertex Investment Solutions Co., Ltd.: 13F holdings
CIK 20922142026Q2
| Positions | 26 |
|---|
| Reported value | $148.2m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 26 (+1 vs prior quarter) |
|---|
| Reported value | $148.2m (+71.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VGSH VANGUARD SCOTTSDALE FDS | 410,200 | $23.9m | 16.1% |
| TIP ISHARES TR | 208,600 | $22.9m | 15.5% |
| LQD ISHARES TR | 143,900 | $15.8m | 10.7% |
| IGSB ISHARES TR | 240,700 | $12.6m | 8.5% |
| EMB ISHARES TR | 122,600 | $11.9m | 8.0% |
| VNQ VANGUARD INDEX FDS | 91,736 | $9.0m | 6.1% |
| XLY SELECT SECTOR SPDR TR | 68,600 | $8.0m | 5.4% |
| FCOM FIDELITY COVINGTON TRUST | 89,900 | $6.3m | 4.2% |
| VGIT VANGUARD SCOTTSDALE FDS | 86,800 | $5.1m | 3.5% |
| BNDX VANGUARD CHARLOTTE FDS | 102,400 | $5.0m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2092214")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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