Verabank, N.A.
Community bank focused on providing financial services to customers, employees, communities, and shareholders in East and Central Texas. VeraBank acts as a fiduciary asset manager, offering customized investment solutions for individuals and families, including wealth management, trust services, annuities, and self-directed brokerage accounts via CFG Investments.
Investment Strategy
Diverse portfolio across equities, ETFs, and fixed income; top holdings as of June 2025 include QDF, Blue Bell Creameries, DFAU, VIGI, and IVV. The bank is a net buyer of stocks, recently adding large positions in Blue Bell Creameries, DFAU, IVV, and others, while starting numerous new positions and reducing exposure in others. The bank emphasizes personalized investment strategies and fiduciary oversight.
Top Holdings
Equity Positions (185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QDF | FLEXSHARES TR | 6.65% | $33.1M | 452,906 | $46.12 | $73.18 | +$3.5M |
D DFAU | DIMENSIONAL ETF TRUST | 6.47% | $32.3M | 761,903 | $35.41 | $42.36 | +$7.9M |
V VIGI | VANGUARD WHITEHALL FDS | 5.74% | $28.6M | 317,523 | $71.18 | $90.12 | +$2.5M |
I IVV | ISHARES TR | 5.49% | $27.3M | 44,040 | $510.93 | $620.90 | +$7.4M |
V VUG | VANGUARD INDEX FDS | 4.75% | $23.7M | 53,959 | $341.54 | $438.40 | +$7.3M |