Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Veritable, L.P. (CIK 1300311) reported $6.46B across 889 reported positions in its SEC 13F filing for 2023-06-30. Largest positions: SPY ($1.05B, 16.30%), IVV ($602.7M, 9.33%), VOO ($511.0M, 7.91%), MDY ($462.8M, 7.16%), IJH ($315.1M, 4.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $1.05B | 16.30% | 2.4M | Trimmed |
| 2 | IVV | ISHARES TR | $602.7M | 9.33% | 1.4M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $511.0M | 7.91% | 1.3M | Trimmed |
| 4 | MDY | SPDR S&P MIDCAP 400 ETF TR | $462.8M | 7.16% | 966,257 | Trimmed |
| 5 | IJH | ISHARES TR | $315.1M | 4.88% | 1.2M | Added |
| 6 | IWB | ISHARES TR | $283.6M | 4.39% | 1.2M | Trimmed |
| 7 | VYM | VANGUARD WHITEHALL FDS | $149.9M | 2.32% | 1.4M | Added |
| 8 | IWR | ISHARES TR | $148.9M | 2.30% | 2.0M | Trimmed |
| 9 | IWM | ISHARES TR | $135.9M | 2.10% | 725,712 | Added |
| 10 | AAPL | APPLE INC | $129.3M | 2.00% | 666,630 | Trimmed |
| 11 | IJR | ISHARES TR | $109.6M | 1.70% | 1.1M | Added |
| 12 | SDY | SPDR SER TR | $95.6M | 1.48% | 780,010 | Added |
| 13 | MSFT | MICROSOFT CORP | $94.6M | 1.46% | 277,749 | Trimmed |
| 14 | VO | VANGUARD INDEX FDS | $70.4M | 1.09% | 319,853 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.5M | 0.98% | 186,277 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $58.0M | 0.90% | 263,372 | Added |
| 17 | PG | PROCTER AND GAMBLE CO | $54.2M | 0.84% | 357,351 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $37.4M | 0.58% | 810,947 | Trimmed |
| 19 | EFA | ISHARES TR | $36.6M | 0.57% | 504,552 | Trimmed |
| 20 | CMCSA | COMCAST CORP NEW | $35.7M | 0.55% | 859,881 | Trimmed |
| 21 | GOOG | ALPHABET INC | $34.4M | 0.53% | 284,080 | Trimmed |
| 22 | IWN | ISHARES TR | $31.3M | 0.48% | 222,026 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $31.1M | 0.48% | 238,844 | Trimmed |
| 24 | XLK | SELECT SECTOR SPDR TR | $30.3M | 0.47% | 174,292 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $30.2M | 0.47% | 71,408 | Trimmed |
Source: SEC Form 13F filings · as of 2023-06-30