13F Filings History of Veritable, L.P.
- Latest 13F filing
- Q2 2023 - 09 Aug 2023
- Latest reported 13F value
- $0
- Largest 13F holdings
-
SPY IVV VOO MDY IJH IWB VYM IWR IWM AAPL IJR SDY
+8 more
MSFT VO BRKB VTI PG VEA EFA CMCSA - Form 13F summary
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- Veritable, L.P. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Veritable, L.P. reported 890 equity holdings with a total reported market value of $6,167,106,373 for Q2 2023. Top reported holdings included SPY, IVV, VOO, MDY, and IJH.
- Manager signature
- Charles Keates - General Counsel
- Manager location
- Wilmington, DE
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2023
Latest value
$6,167,106,373
Quarter delta
$0
Accepted
09 Aug 2023, 14:14
Rows shown
1-25 of 44
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |