Vera Bank, N.A. Incresed Positions in Q1 2025

Vera Bank, N.A.

  • $342 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
39.6K
+ 8.21%
$25.54 - $28.79 $1.01M - $1.14M
522K $14.5M
DFIV
Dimensional ETF Tr

ETFs
26.5K
+ 19.3%
$35.33 - $40.77 $934K - $1.08M
163K $6.44M
AVEM
American Centy ETF Tr Avantis

ETFs
14.6K
+ 6.71%
$57.11 - $62.4 $836K - $914K
233K $14M
VUG
Vanguard Growth ETF

ETFs
6.96K
+ 18.76%
$369.1 - $427.61 $2.57M - $2.97M
44K $16.3M
IVV
Ishares Core S&P 500 ETF

ETFs
3.39K
+ 10.57%
$554.06 - $615.85 $1.88M - $2.08M
35.4K $19.9M
DFAU
Dimensional ETF Tr

ETFs
56.1K
+ 9.72%
$37.84 - $42.29 $2.12M - $2.37M
633K $24.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
315
+ 4.0%
$442.66 - $534.52 $139K - $168K
8.19K $4.36M
VTV
Vanguard Value ETF

ETFs
4.05K
+ 63.38%
$167.73 - $179.21 $680K - $727K
10.5K $1.81M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
14.7K
+ 4.07%
$23.61 - $24.38 $347K - $358K
376K $9.17M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.8K
+ 47.32%
$142.8 - $176.36 $257K - $317K
5.6K $966K
NVDA
Nvidia Corp

Technology
3.66K
+ 111.43%
$106.98 - $149.43 $391K - $546K
6.94K $751K
VO
Vanguard Mid Cap ETF

ETFs
1.25K
+ 19.14%
$251.87 - $277.95 $315K - $347K
7.78K $2.01M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.11%
$117.15 - $158.79 $820 - $1.11K
6.13K $973K
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 0.09%
$275.89 - $345.24 $828 - $1.04K
3.3K $1.14M
KO
Coca Cola CO

Consumer Defensive
61
+ 0.3%
$60.81 - $72.32 $3.71K - $4.41K
20.5K $1.47M
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.07%
$50.81 - $60.02 $864 - $1.02K
23.5K $1.41M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 0.11%
$208.48 - $244.03 $834 - $976
3.75K $914K
T
At&T Inc.

Communication Services
159
+ 0.97%
$21.56 - $28.28 $3.43K - $4.5K
16.5K $466K
EXC
Exelon Corp

Utilities
10
+ 0.11%
$37.3 - $46.08 $373 - $461
8.91K $410K
V
Visa Inc.

Financial Services
10
+ 0.63%
$306.92 - $362.71 $3.07K - $3.63K
1.59K $556K
KR
Kroger CO

Consumer Defensive
101
+ 2.51%
$58.36 - $67.72 $5.89K - $6.84K
4.13K $279K
BMY
Bristol Myers Squibb CO

Healthcare
29
+ 0.46%
$53.9 - $63.11 $1.56K - $1.83K
6.34K $386K
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.46%
$461.52 - $548.18 $2.77K - $3.29K
1.3K $679K
PSX
Phillips 66

Energy
15
+ 0.83%
$113.93 - $131.55 $1.71K - $1.97K
1.82K $224K
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.22%
$112.81 - $126.16 $451 - $505
1.84K $223K
Dimensional ETF Trust
29.8K
+ 7.33%
N/A
437K $0
WMT
Walmart Inc.

Consumer Defensive
50
+ 1.14%
$84.5 - $105.05 $4.23K - $5.25K
4.44K $390K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.05%
$576.36 - $736.67 $576 - $737
1.96K $1.13M
HAL
Halliburton CO

Energy
253
+ 1.21%
$24.15 - $29.9 $6.11K - $7.56K
21.2K $538K
BX
Blackstone Inc.

Financial Services
10
+ 0.45%
$136.53 - $186.74 $1.37K - $1.87K
2.26K $315K
MRK
Merck & Co., Inc.

Healthcare
139
+ 1.17%
$83.01 - $101.02 $11.5K - $14K
12K $1.08M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.83K
+ 6.98%
$58.81 - $68.2 $402K - $466K
105K $6.26M
ORCL
Oracle Corp

Technology
918
+ 9.16%
$139.81 - $186.47 $128K - $171K
10.9K $1.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
303
+ 1.39%
$102.49 - $119.96 $31.1K - $36.3K
22.1K $2.31M
AVGO
Broadcom Inc.

Technology
9
+ 0.18%
$167.43 - $244.7 $1.51K - $2.2K
5.12K $857K
QDF
Flexshares Quality Dividend In

ETFs
3.98K
+ 0.93%
$67.19 - $73.37 $268K - $292K
433K $29.6M
Activity Summary
Buys All Purchases 38 New Holdings 1 Increased Positions 37 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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