Notify me when Veritable, L.P. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | $0 | -$6,167,106,372 | -$6,167,106,372 | 13F-HR | 14 Nov 2023, 12:15 | |
| Q2 2023 | 890 | $6,167,106,373 | +$76,651,167 | -$102,843,781 | -$26,192,614 | SPY, IVV, VOO, MDY, IJH | 13F-HR | 09 Aug 2023, 14:14 |
| Q1 2023 | 891 | $5,820,426,851 | +$128,126,332 | -$174,371,577 | -$46,245,245 | SPY, IVV, VOO, MDY, IJH | 13F-HR | 12 May 2023, 16:26 |
| Q4 2022 | 863 | $5,591,774,512 | +$179,608,246 | -$162,843,657 | +$16,764,589 | SPY, IVV, MDY, VOO, IJH | 13F-HR | 14 Feb 2023, 11:01 |
| Q3 2022 | 791 | $5,145,880,000 | +$203,789,082 | -$250,893,636 | -$47,104,554 | SPY, IVV, VOO, MDY, IJH | 13F-HR | 14 Nov 2022, 10:33 |
| Q2 2022 | 905 | $5,542,483,000 | +$166,203,777 | -$105,998,903 | +$60,204,874 | SPY, IVV, VOO, MDY, IJH | 13F-HR | 15 Aug 2022, 12:54 |
| Q1 2022 | 903 | $6,502,315,000 | +$174,972,789 | -$98,545,714 | +$76,427,075 | SPY, IVV, VOO, MDY, IJH | 13F-HR | 11 May 2022, 16:50 |
| Q4 2021 | 904 | $6,744,767,000 | +$96,688,934 | -$93,287,886 | +$3,401,048 | SPY, IVV, MDY, VOO, IJH | 13F-HR | 14 Feb 2022, 12:45 |
| Q3 2021 | 873 | $6,203,580,000 | +$115,164,056 | -$51,577,284 | +$63,586,772 | SPY, IVV, MDY, VOO, IJH | 13F-HR | 15 Nov 2021, 13:56 |
| Q2 2021 | 863 | $6,205,059,000 | +$146,489,792 | -$195,129,107 | -$48,639,315 | SPY, IVV, MDY, VOO, IJH | 13F-HR | 16 Aug 2021, 15:22 |
| Q1 2021 | 834 | $5,875,092,000 | +$242,118,076 | -$113,980,497 | +$128,137,579 | SPY, IVV, MDY, VOO, IJH | 13F-HR | 17 May 2021, 13:55 |
| Q4 2020 | 780 | $5,357,267,000 | +$114,041,054 | -$338,914,778 | -$224,873,724 | SPY, IVV, MDY, VOO, IWB | 13F-HR | 11 Feb 2021, 17:16 |
| Q3 2020 | 736 | $4,906,508,000 | +$165,168,315 | -$132,128,219 | +$33,040,096 | SPY, IVV, MDY, VOO, IWB | 13F-HR | 13 Nov 2020, 14:46 |
| Q2 2020 | 756 | $4,625,608,000 | +$100,947,301 | -$388,255,587 | -$287,308,286 | SPY, IVV, MDY, VOO, IWB | 13F-HR | 14 Aug 2020, 13:56 |
| Q1 2020 | 720 | $4,120,263,000 | +$221,243,843 | -$278,148,583 | -$56,904,740 | SPY, IVV, MDY, VOO, IJH | 13F-HR | 13 May 2020, 14:53 |
| Q4 2019 | 809 | $5,424,580,000 | +$92,464,464 | -$136,656,853 | -$44,192,389 | SPY, MDY, IVV, VOO, IJH | 13F-HR | 14 Feb 2020, 10:06 |
| Q3 2019 | 796 | $5,099,294,000 | +$130,516,122 | -$90,324,725 | +$40,191,397 | SPY, MDY, IVV, VOO, IWB | 13F-HR | 12 Nov 2019, 15:11 |
| Q2 2019 | 797 | $5,029,408,000 | +$66,513,260 | -$144,184,599 | -$77,671,339 | SPY, MDY, IVV, VOO, IWB | 13F-HR | 12 Aug 2019, 15:07 |
| Q1 2019 | 793 | $4,961,948,000 | +$122,610,621 | -$97,790,734 | +$24,819,887 | SPY, MDY, IVV, VOO, IWB | 13F-HR | 15 May 2019, 14:24 |
| Q4 2018 | 764 | $4,373,024,000 | +$462,714,490 | -$258,714,727 | +$203,999,763 | SPY, MDY, IVV, VOO, IWB | 13F-HR | 14 Feb 2019, 15:12 |
| Q3 2018 | 814 | $4,909,909,000 | +$57,002,625 | -$66,948,582 | -$9,945,957 | SPY, MDY, IVV, VOO, IJH | 13F-HR | 14 Nov 2018, 16:32 |
| Q2 2018 | 792 | $4,665,755,000 | +$82,665,616 | -$89,583,898 | -$6,918,282 | SPY, MDY, IVV, VOO, IJH | 13F-HR | 13 Aug 2018, 14:21 |
| Q1 2018 | 790 | $4,530,310,000 | +$104,924,420 | -$113,606,437 | -$8,682,017 | SPY, MDY, IVV, VOO, IJH | 13F-HR | 14 May 2018, 14:17 |
| Q4 2017 | 804 | $4,628,175,000 | +$336,546,053 | -$358,354,295 | -$21,808,242 | SPY, MDY, IVV, VOO, IJH | 13F-HR | 12 Feb 2018, 17:45 |
| Q3 2017 | 758 | $4,416,791,000 | +$86,929,174 | -$140,214,326 | -$53,285,152 | SPY, MDY, VOO, IVV, IWB | 13F-HR | 14 Nov 2017, 14:10 |
| Q2 2017 | 764 | $4,315,550,000 | +$121,979,714 | -$75,757,229 | +$46,222,485 | SPY, MDY, VOO, IVV, IWB | 13F-HR | 11 Aug 2017, 16:20 |
| Q1 2017 | 738 | $4,197,912,000 | +$94,045,057 | -$135,224,529 | -$41,179,472 | SPY, MDY, VOO, IVV, IWB | 13F-HR | 15 May 2017, 14:57 |
| Q4 2016 | 731 | $4,090,822,000 | +$98,872,458 | -$132,200,711 | -$33,328,253 | SPY, MDY, VOO, IVV, IWB | 13F-HR | 14 Feb 2017, 08:33 |
| Q3 2016 | 718 | $3,988,870,000 | +$76,519,031 | -$120,020,695 | -$43,501,664 | SPY, MDY, VOO, IWB, IVV | 13F-HR | 14 Nov 2016, 08:31 |
| Q2 2016 | 708 | $3,928,790,000 | +$174,997,692 | -$188,850,077 | -$13,852,385 | SPY, MDY, VOO, IWB, IVV | 13F-HR | 15 Aug 2016, 07:35 |
| Q1 2016 | 695 | $3,823,855,000 | +$284,992,509 | -$167,892,415 | +$117,100,094 | SPY, MDY, IWB, IVV, VOO | 13F-HR | 16 May 2016, 09:56 |
| Q4 2015 | 728 | $3,649,785,000 | +$203,031,602 | -$91,351,581 | +$111,680,021 | SPY, MDY, IWB, IVV, VOO | Restatement | 19 Jul 2016, 09:29 |
| Q3 2015 | 708 | $3,407,993,000 | +$126,269,774 | -$75,767,604 | +$50,502,170 | SPY, MDY, IWB, IVV, IJH | 13F-HR | 03 Nov 2015, 16:33 |
| Q2 2015 | 736 | $3,686,012,000 | +$24,406,707 | -$1,065,721,500 | -$1,041,314,793 | SPY, MDY, IWB, IVV, XLE | 13F-HR | 14 Aug 2015, 09:22 |
| Q1 2015 | 932 | $4,788,388,000 | +$141,932,883 | -$192,546,820 | -$50,613,937 | SPY, MDY, PEP, IWB, IVV | 13F-HR | 15 May 2015, 08:04 |
| Q4 2014 | 935 | $4,818,223,000 | +$216,446,011 | -$232,575,923 | -$16,129,912 | SPY, MDY, PEP, IWB, IVV | 13F-HR | 17 Feb 2015, 09:22 |
| Q3 2014 | 952 | $4,703,362,000 | +$219,521,447 | -$190,319,777 | +$29,201,670 | SPY, MDY, PEP, IWB, XLE | 13F-HR | 14 Nov 2014, 10:56 |
| Q2 2014 | 944 | $4,777,830,000 | +$149,874,890 | -$128,865,430 | +$21,009,460 | SPY, MDY, PEP, IWB, XLE | 13F-HR | 14 Aug 2014, 09:47 |
| Q1 2014 | 902 | $4,577,516,000 | +$117,611,531 | -$125,594,045 | -$7,982,514 | SPY, MDY, PEP, IWB, XLE | 13F-HR | 15 May 2014, 09:48 |
| Q4 2013 | 967 | $4,547,718,000 | +$183,631,391 | -$197,487,807 | -$13,856,416 | SPY, MDY, PEP, IWB, XLE | 13F-HR | 07 Feb 2014, 15:30 |
| Q3 2013 | 916 | $4,230,410,000 | +$176,150,306 | -$264,037,601 | -$87,887,295 | SPY, MDY, PEP, IWB, IVV | Restatement | 10 Feb 2014, 07:59 |
| Q2 2013 | 933 | $4,117,795,000 | +$185,533,205 | -$79,129,728 | +$106,403,477 | SPY, MDY, PEP, IWB, XLE | Restatement | 10 Feb 2014, 07:57 |
| Q1 2013 | 917 | $3,990,940,000 | +$217,612,462 | -$61,110,810 | +$156,501,652 | SPY, MDY, PEP, IWB, XLE | Restatement | 10 Feb 2014, 07:56 |
| Q4 2012 | 853 | $3,493,189,000 | $0 | $0 | $0 | SPY, MDY, PEP, IWB, IVV | Restatement | 10 Feb 2014, 07:50 |