R Squared’s Veritex Holdings VBTX Stock Holding History

R Squared’s Portfolio VBTX Stock Details VBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,640	Closed	-$44.5K	–	1475
2024 Q4	$44.5K	Buy	+1,640	New	+$46.2K	0.04%	542

Other funds holding VBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

R Squared's VBTX Position: Q1 2025 in Review

R Squared sold out of Veritex Holdings (VBTX) in Q1 2025, closing a stake of 1,640 shares — an estimated $44.5K sold.

R Squared first reported a position in VBTX in Q4 2024 and held it in 1 quarter. The position peaked at $44.5K in Q4 2024. 243 funds tracked by Wall St. Rank hold VBTX as of Q1 2025.

R Squared reported no remaining Veritex Holdings position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,640 Veritex Holdings shares in Q1 2025, an estimated $44.5K.
R Squared first reported a position in Veritex Holdings in Q4 2024 and held it in 1 quarter.
R Squared's Veritex Holdings position peaked at $44.5K in Q4 2024.
243 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.