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Vicki West

Verger Capital Management Llc

Assets Managed
$339.2M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
0.43%(2Q avg: 5.03%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Verger Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.

Assets under management

The assets under management (AUM) of Verger Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 339.2M in assets, with a quarterly growth rate of 0.43% and a 2-quarter average growth rate of 5.03%. The portfolio is managed by Vicki West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ACWI
Ishares Msci Acwi Etf
Recent Activity
Decreased -1.92%
24.65%
$83.598M
604,163 shares@ $138.38 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 6.55%
20.45%
$69.34M
698,494 shares@ $99.28 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.17%
12.84%
$43.521M
66,919 shares@ $650.35 avg price
IXC
Ishares Global Energy Etf
Recent Activity
Decreased -1.88%
9.6%
$32.545M
564,910 shares@ $57.62 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
8.77%
$29.746M
306,248 shares@ $97.14 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.27%
8.76%
$29.699M
45,466 shares@ $653.23 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -21.32%
5.54%
$18.784M
213,063 shares@ $88.16 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
4.25%
$14.392M
253,418 shares@ $56.8 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Decreased -3.43%
3.23%
$10.947M
99,195 shares@ $110.37 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -10.08%
0.86%
$2.9M
31,601 shares@ $91.78 avg price

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