VICUS CAPITAL

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$1.13B
Signature - Title
Kimberli J. Casner - CCO
Location
State College, PA
Summary
This page shows a list of all the recent 13F filings made by VICUS CAPITAL. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VICUS CAPITAL reported 223 stock holdings with total value $1.13B as of Q3 2024. Top holdings included IVV, IEFA, IJH, IJR, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 223 $1.13B +$60.5M -$96.5M -$36M IVV, IEFA, IJH, IJR, AGG 13F-HR 10/21/2024, 02:03 PM
Q2 2024 279 $1.11B +$70.2M -$65M +$5.23M IVV, IEFA, IJH, IJR, MSFT 13F-HR 7/23/2024, 10:41 AM
Q1 2024 281 $1.1B +$138M -$26.3M +$111M IVV, IEFA, IJH, IJR, AGG 13F-HR 4/17/2024, 02:08 PM
Q4 2023 205 $988M +$54.8M -$114M -$59.5M IVV, IEFA, IJH, IJR, AGG 13F-HR 2/1/2024, 09:56 AM
Q3 2023 252 $954M +$68.5M -$34.4M +$34.1M IVV, IEFA, IJH, IJR, AGG 13F-HR 10/23/2023, 03:29 PM
Q2 2023 212 $960M +$91.6M -$98.5M -$6.84M IVV, IEFA, IJH, IJR, AGG 13F-HR 8/17/2023, 02:07 PM
Q1 2023 203 $929M +$114M -$104M +$9.92M IVV, IEFA, IJR, IJH, AGG 13F-HR 5/2/2023, 01:46 PM
Q4 2022 192 $880M +$63.3M -$93.3M -$30M IVV, IEFA, IJR, IJH, AGG 13F-HR 2/15/2023, 04:34 PM
Q3 2022 208 $848M +$79.4M -$61.1M +$18.2M IVV, IEFA, IJR, IJH, AGG 13F-HR 11/8/2022, 03:40 PM
Q2 2022 213 $884M +$115M -$96.2M +$19.1M IVV, IEFA, IJR, IJH, AGG 13F-HR 8/10/2022, 04:59 PM
Q1 2022 228 $995M +$70.8M -$43.7M +$27.1M IVV, IEFA, IJR, IJH, MSFT 13F-HR 5/11/2022, 03:12 PM
Q4 2021 229 $957M +$386M -$54.3M +$332M IVV, IEFA, IJH, IJR, MSFT 13F-HR 2/10/2022, 11:37 AM
Q3 2021 139 $612M +$57.2M -$48M +$9.16M IVV, IJH, AGG, TOTL, FBND 13F-HR 10/14/2021, 05:16 PM
Q2 2021 151 $612M +$83.1M -$342M -$259M IVV, IJH, AGG, FBND, TOTL 13F-HR 8/10/2021, 01:56 PM
Q1 2021 231 $839M +$73.8M -$81.8M -$8.04M IVV, IJH, IEFA, IJR, CBSH 13F-HR 5/4/2021, 09:53 AM
Q4 2020 229 $805M +$54.8M -$31.7M +$23.1M IVV, IJH, IEFA, IJR, CBSH 13F-HR 2/1/2021, 02:58 PM
Q3 2020 215 $704M +$53.8M -$28.7M +$25.1M IVV, IJH, IEFA, IJR, AGG 13F-HR 11/12/2020, 01:19 PM
Q2 2020 201 $655M +$93.6M -$53.2M +$40.4M IVV, IJH, IEFA, IJR, AGG 13F-HR 8/3/2020, 02:40 PM
Q1 2020 184 $535M +$46.9M -$48.8M -$1.9M IVV, IEFA, IJH, AGG, IJR 13F-HR 5/7/2020, 10:23 AM
Q4 2019 203 $660M +$49M -$95.2M -$46.2M IVV, IEFA, IJH, IJR, IVE 13F-HR 2/4/2020, 11:36 AM
Q3 2019 227 $669M +$43.2M -$41.1M +$2.14M IVV, IEFA, IJH, IJR, IVE 13F-HR 11/18/2019, 08:23 AM
Q2 2019 228 $709M +$102M -$51.4M +$50.2M IVV, IEFA, IJH, IJR, SPLG 13F-HR 8/8/2019, 04:09 PM
Q1 2019 228 $630M +$32.2M -$28.8M +$3.42M IVV, IJH, IEFA, IJR, IVE 13F-HR 5/2/2019, 04:26 PM
Q4 2018 221 $555M +$76.8M -$66.7M +$10.1M IVV, IJH, IEFA, IJR, TOTL 13F-HR 2/7/2019, 03:20 PM
Q3 2018 229 $622M +$50.4M -$60.7M -$10.3M IVV, IJH, IEFA, IJR, TOTL 13F-HR 11/13/2018, 04:16 PM
Q2 2018 236 $607M +$55.8M -$38M +$17.8M IVV, IJH, IJR, IEFA, TOTL 13F-HR 8/2/2018, 05:02 PM
Q1 2018 230 $578M +$73.2M -$32M +$41.2M IVV, IJH, IJR, IEFA, TOTL 13F-HR 5/7/2018, 11:36 AM
Q4 2017 228 $531M +$57.1M -$52M +$5.07M IVV, IJH, IJR, TOTL, IVE 13F-HR 1/25/2018, 03:53 PM
Q3 2017 227 $518M +$45.4M -$31M +$14.4M IVV, IJH, IJR, IEFA, TOTL 13F-HR 10/27/2017, 10:38 AM
Q2 2017 229 $489M +$25.8M -$25.2M +$589K IVV, IJH, IJR, IEFA, TOTL 13F-HR 7/21/2017, 08:20 AM
Q1 2017 224 $302M +$36.9M -$41.8M -$4.85M IVV, XOM, MSFT, VXF, MDT 13F-HR 4/18/2017, 03:29 PM
Q4 2016 227 $449M +$114M -$108M +$5.99M IVV, IJH, IJR, IEFA, XOM 13F-HR 1/24/2017, 11:21 AM
Q3 2016 214 $440M +$120M -$99M +$21.1M AGG, IVV, XOM, VOO, TOTL 13F-HR 10/31/2016, 09:35 AM
Q2 2016 192 $412M +$41.7M -$39.5M +$2.25M AGG, BOND, IVV, VOO, XOM 13F-HR 8/2/2016, 01:54 PM
Q1 2016 195 $389M +$119M -$121M -$1.85M AGG, BOND, IVV, VOO, AMU 13F-HR 4/22/2016, 10:42 AM
Q4 2015 205 $394M +$55.9M -$28.3M +$27.5M IVV, AMU, VOO, VXF, XOM 13F-HR 1/13/2016, 12:39 PM
Q3 2015 183 $286M +$44.1M -$62.1M -$18.1M AMU, FTEC, IVV, VXF, XOM 13F-HR 10/15/2015, 03:32 PM
Q2 2015 189 $383M +$70.3M -$49.8M +$20.5M AMU, VXF, VOO, XOM, IVV 13F-HR 7/20/2015, 12:03 PM
Q1 2015 189 $369M +$88.6M -$61.9M +$26.6M AMU, VXF, VOO, OEF, BOND 13F-HR 5/28/2015, 12:14 PM
Q4 2014 173 $345M +$134M -$93.5M +$41M IVV, AMU, VXF, XOM, VOO 13F-HR 1/14/2015, 10:29 AM
Q3 2014 162 $303M +$72.4M -$81M -$8.63M IVV, QQQ, IWB, AMU, ICF 13F-HR 10/9/2014, 01:02 PM
Q2 2014 160 $309M +$112M -$98M +$13.7M IVV, OEF, VWO, AMU, ICF 13F-HR 7/11/2014, 09:30 AM
Q1 2014 147 $295M +$94.2M -$68.9M +$25.3M QQQ, IVV, SCZ, DBA, VGK 13F-HR 4/14/2014, 10:53 AM
Q4 2013 119 $265M $0 $0 QQQ, IVV, IWM, VTI, IEI 13F-HR 1/10/2014, 11:49 AM