Veratis Advisors, Inc. historic quarter change: USA ETF, Reduced
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 IWD; Country of operation —; Class RUS 1000 VAL ETF; Shares before 36,978.
- Q2 2026: Stock VIOG; Country of operation —; Class SMLCP 600 GRTH; Shares before 17,325.
- Q2 2026: Stock BNDX; Country of operation —; Class TOTAL INT BD ETF; Shares before 38,355.
- Q2 2026: Stock BLV; Country of operation —; Class LONG TERM BOND; Shares before 28,382.
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.
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