Veratis Advisors, Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2025-12-31 to 2026-06-30, Veratis Advisors, Inc. opened 5 positions, added to 18, reduced 13 and sold out of 2.
- Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 19,983.
- Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 24,081.
- Q2 2026: Stock IJT; Country of operation —; Class S&P SML 600 GWT; Shares before 30,499.
- Q2 2026: Stock IJS; Country of operation —; Class SP SMCP600VL ETF; Shares before 40,162.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2111807), 1 quarter: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LM Asset Management Inc. | Canada | $0.126B | 11 |
| EPACRIA CAPITAL PARTNERS, LLC | United States | $0.126B | 33 |
| GILPIN WEALTH MANAGEMENT, LLC | United States | $0.126B | 978 |
| 180 GPS Investments IC Ltd | Guernsey | $0.127B | 20 |
| JCP Investment Management, LLC | United States | $0.127B | 18 |
| ALLIUM FINANCIAL ADVISORS, LLC | United States | $0.126B | 79 |
| Graver Capital Management, LLC | United States | $0.127B | 24 |
| Harpswell Capital Advisors, LLC | United States | $0.126B | 36 |
| REDSTONE WEALTH MANAGEMENT, LLC | United States | $0.127B | 39 |
| Capelight Capital Asset Management LP | United States | $0.126B | 36 |