Verum Partners LLC Reduced Holdings in Q2 2025

Verum Partners LLC

  • $434 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-126K
- 96.84%
$103.16 - $128.52 $13M - $16.2M
4.13K $531M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38.1K
- 15.84%
$90.56 - $109.49 $3.45M - $4.17M
202K $22.1B
Investment Managers Ser Tr I
-190K
- 17.27%
N/A
908K $30.9B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-16K
- 26.31%
$75.29 - $91.16 $1.21M - $1.46M
44.8K $4.04B
SYLD
Cambria Shareholder Yld ETF

ETFs
-16.1K
- 8.9%
$55.35 - $65.57 $890K - $1.05M
165K $10.7B
Vanguard Malvern Fds
-10.6K
- 4.13%
N/A
245K $19B
FNDA
Schwab Fundamental U S Small C

ETFs
-30.2K
- 18.47%
$23.85 - $28.69 $719K - $865K
133K $3.81B
AAPL
Apple Inc.

Technology
-996
- 4.02%
$172.42 - $223.89 $172K - $223K
23.8K $4.88B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.8K
- 3.36%
$50.36 - $50.68 $542K - $545K
309K $15.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-554
- 13.09%
$483.48 - $539.8 $268K - $299K
3.68K $1.79B
FYLD
Cambria Foreign Shareholder Yi

ETFs
-28.9K
- 13.83%
$23.46 - $29.42 $678K - $850K
180K $5.26B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.98K
- 54.37%
$48.13 - $49.85 $240K - $248K
4.18K $205M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-8.71K
- 49.45%
$24.61 - $25.89 $214K - $225K
8.9K $229M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.57K
- 10.8%
$77.74 - $78.78 $200K - $203K
21.3K $1.67B
FNDX
Schwab Fundamental U S Large C

ETFs
-18K
- 6.63%
$20.84 - $24.54 $376K - $442K
254K $6.23B
VGSH
Vanguard

ETFs
-2.49K
- 38.38%
$58.32 - $58.95 $145K - $147K
3.99K $235M
VZ
Verizon Communications Inc

Communication Services
-2.3K
- 15.0%
$41.67 - $45.62 $95.6K - $105K
13K $563M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.84K
- 13.62%
$39.89 - $49.46 $273K - $338K
43.4K $2.14B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-2.21K
- 8.94%
$83.8 - $101.39 $185K - $224K
22.5K $2.28B
XOM
Exxon Mobil Corp

Energy
-384
- 10.02%
$99.93 - $119.04 $38.4K - $45.7K
3.45K $372M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-484
- 9.66%
$162.65 - $188.71 $78.7K - $91.3K
4.53K $854M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.3K
- 11.57%
$50.48 - $50.71 $65.5K - $65.8K
9.93K $503M
VUG
Vanguard Growth ETF

ETFs
-304
- 28.49%
$329.49 - $438.4 $100K - $133K
763 $335M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-803
- 10.89%
$72.02 - $73.82 $57.8K - $59.3K
6.57K $484M
AMGN
Amgen Inc

Healthcare
-16
- 1.25%
$262.28 - $309.85 $4.2K - $4.96K
1.26K $352M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.1K
- 8.28%
$23.55 - $27.67 $72.9K - $85.7K
34.3K $950M
COMP
Compass, Inc.

Technology
-238
- 1.53%
$5.8 - $8.98 $1.38K - $2.14K
15.3K $95.9M
BX
Blackstone Inc.

Financial Services
-456
- 14.47%
$120.07 - $151.11 $54.8K - $68.9K
2.7K $403M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-379
- 9.63%
$82.21 - $83.12 $31.2K - $31.5K
3.56K $295M
IXUS
Ishares Tr

ETFs
-2.82K
- 10.94%
$62.37 - $77.63 $176K - $219K
23K $1.78B
PAYX
Paychex Inc

Industrials
-18
- 0.79%
$137.01 - $159.78 $2.47K - $2.88K
2.27K $330M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-216
- 9.19%
$81.46 - $94.63 $17.6K - $20.4K
2.13K $202M
CB
Chubb LTD

Financial Services
-2
- 0.22%
$274.32 - $302.46 $549 - $605
923 $268M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-97
- 1.84%
$77.94 - $79.5 $7.56K - $7.71K
5.17K $411M
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.22%
$276.76 - $326.81 $1.11K - $1.31K
1.85K $570M
VTV
Vanguard Value ETF

ETFs
-221
- 1.89%
$153.67 - $176.74 $34K - $39.1K
11.5K $2.03B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3
- 0.23%
$152.42 - $182.82 $457 - $548
1.31K $239M
VO
Vanguard Mid Cap ETF

ETFs
-59
- 3.45%
$228.54 - $279.83 $13.5K - $16.5K
1.65K $462M
IWD
Ishares Russell 1000 Val ETF

ETFs
-108
- 1.53%
$166.82 - $194.23 $18K - $21K
6.95K $1.35B
CSCO
Cisco Systems, Inc.

Technology
-109
- 2.48%
$53.19 - $69.38 $5.8K - $7.56K
4.29K $298M
VONV
Vanguard Russell 1000 Value Et

ETFs
-204
- 1.24%
$73.19 - $85.21 $14.9K - $17.4K
16.2K $1.38B
DAL
Delta Air Lines, Inc.

Industrials
-20
- 0.4%
$35.88 - $52.99 $718 - $1.06K
5K $246M
VRSK
Verisk Analytics, Inc.

Industrials
-3
- 0.13%
$277.03 - $321.33 $831 - $964
2.24K $696M
IEMG
Ishares Inc

ETFs
-411
- 3.54%
N/A
11.2K $672M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-234
- 0.6%
$35.77 - $42.27 $8.37K - $9.89K
39K $1.65B
BAC
Bank Of America Corp

Financial Services
-93
- 0.76%
$34.39 - $47.46 $3.2K - $4.41K
12.2K $577M
PANW
Palo Alto Networks Inc

Technology
-71
- 2.77%
$152.44 - $204.64 $10.8K - $14.5K
2.49K $510M
OEF
Ishares S&P 100 ETF

ETFs
-192
- 4.77%
N/A
3.83K $1.17B
IDEV
Ishares Core Msci Intl Develop

ETFs
-215
- 1.29%
$61.79 - $76.67 $13.3K - $16.5K
16.5K $1.25B
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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