• 13F History

VICUS CAPITAL

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$1.07B
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 238 stock holdings with total value $1.07B as of Q1 2025. Top holdings included IVV, IEFA, IJH, IJR, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 238 $1.07B +$74.4M -$101M -$26.9M IVV, IEFA, IJH, IJR, AGG 13F-HR 4/17/2025, 04:14 PM
Q4 2024 231 $1.13B +$71.2M -$56M +$15.2M IVV, IEFA, IJH, IJR, AGG 13F-HR 1/30/2025, 10:20 AM
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 -$63.1M +$7.12M IVV, IEFA, IJH, IJR, MSFT 13F-HR 7/23/2024, 10:41 AM
Q1 2024 279 $1.09B +$138M -$24.2M +$114M IVV, IEFA, IJH, IJR, AGG 13F-HR 4/17/2024, 02:08 PM
Q4 2023 204 $988M +$54.8M -$114M -$59.5M IVV, IEFA, IJH, IJR, AGG 13F-HR 2/1/2024, 09:56 AM
Q3 2023 263 $953M +$68.4M -$34.4M +$34M IVV, IEFA, IJH, IJR, AGG 13F-HR 10/23/2023, 03:29 PM
Q2 2023 218 $960M +$91.6M -$98.5M -$6.84M IVV, IEFA, IJH, IJR, AGG 13F-HR 8/17/2023, 03:07 PM
Q1 2023 202 $929M +$114M -$69.2M +$44.5M IVV, IEFA, IJR, IJH, AGG 13F-HR 5/2/2023, 01:46 PM
Q4 2022 191 $880M +$63.3M -$50.7M +$12.6M IVV, IEFA, IJR, IJH, AGG 13F-HR 2/15/2023, 03:34 PM
Q3 2022 207 $848M +$79.1M -$42.2M +$36.9M IVV, IEFA, IJR, IJH, AGG 13F-HR 11/8/2022, 02:40 PM
Q2 2022 212 $884M +$115M -$54.2M +$61.2M IVV, IEFA, IJR, IJH, AGG 13F-HR 8/10/2022, 04:59 PM
Q1 2022 227 $995M +$72.4M -$30.7M +$41.6M IVV, IEFA, IJR, IJH, MSFT 13F-HR 5/11/2022, 03:12 PM
Q4 2021 211 $957M +$386M -$29.4M +$357M IVV, IEFA, IJH, IJR, MSFT 13F-HR 2/10/2022, 10:37 AM
Q3 2021 137 $612M +$57.2M -$48M +$9.16M IVV, IJH, AGG, TOTL, FBND 13F-HR 10/14/2021, 05:16 PM
Q2 2021 150 $612M +$83.1M -$342M -$259M IVV, IJH, AGG, FBND, TOTL 13F-HR 8/10/2021, 01:56 PM
Q1 2021 230 $839M +$73.8M -$81.8M -$8.04M IVV, IJH, IEFA, IJR, CBSH 13F-HR 5/4/2021, 09:53 AM
Q4 2020 228 $805M +$54.8M -$28.6M +$26.2M IVV, IJH, IEFA, IJR, CBSH 13F-HR 2/1/2021, 01:58 PM
Q3 2020 214 $703M +$53.8M -$24.1M +$29.7M IVV, IJH, IEFA, IJR, AGG 13F-HR 11/12/2020, 12:19 PM
Q2 2020 200 $654M +$93.8M -$39.7M +$54.1M IVV, IJH, IEFA, IJR, AGG 13F-HR 8/3/2020, 02:40 PM
Q1 2020 182 $534M +$47.2M -$35.6M +$11.6M IVV, IEFA, IJH, AGG, IJR 13F-HR 5/7/2020, 10:23 AM
Q4 2019 202 $651M +$48.8M -$40.9M +$7.84M IVV, IEFA, IJH, IJR, IVE 13F-HR 2/4/2020, 10:36 AM
Q3 2019 221 $669M +$43.1M -$26.7M +$16.5M IVV, IEFA, IJH, IJR, IVE 13F-HR 11/18/2019, 07:23 AM
Q2 2019 227 $709M +$116M -$31.1M +$85.1M IVV, IEFA, IJH, IJR, SPLG 13F-HR 8/8/2019, 04:09 PM
Q1 2019 226 $630M +$42.3M -$25M +$17.3M IVV, IJH, IEFA, IJR, IVE 13F-HR 5/2/2019, 04:26 PM
Q4 2018 220 $555M +$76.8M -$59M +$17.8M IVV, IJH, IEFA, IJR, TOTL 13F-HR 2/7/2019, 02:20 PM
Q3 2018 229 $622M +$50.4M -$48.3M +$2.1M IVV, IJH, IEFA, IJR, TOTL 13F-HR 11/13/2018, 03:16 PM
Q2 2018 236 $606M +$55.8M -$16.8M +$39M IVV, IJH, IJR, IEFA, TOTL 13F-HR 8/2/2018, 05:02 PM
Q1 2018 230 $577M +$73.2M -$36.9M +$36.3M IVV, IJH, IJR, IEFA, TOTL 13F-HR 5/7/2018, 11:36 AM
Q4 2017 227 $531M +$57.1M -$19M +$38.1M IVV, IJH, IJR, TOTL, IVE 13F-HR 1/25/2018, 02:53 PM
Q3 2017 227 $516M +$45.4M -$20M +$25.4M IVV, IJH, IJR, IEFA, TOTL 13F-HR 10/27/2017, 10:38 AM
Q2 2017 229 $488M +$188M -$16.6M +$171M IVV, IJH, IJR, IEFA, TOTL 13F-HR 7/21/2017, 08:20 AM
Q1 2017 206 $302M +$36.9M -$30.7M +$6.19M IVV, XOM, MSFT, VXF, MDT 13F-HR 4/18/2017, 03:29 PM
Q4 2016 227 $449M +$114M -$84.6M +$28.9M IVV, IJH, IJR, IEFA, XOM 13F-HR 1/24/2017, 10:21 AM
Q3 2016 214 $439M +$120M -$88.3M +$31.4M AGG, IVV, XOM, VOO, TOTL 13F-HR 10/31/2016, 09:35 AM
Q2 2016 192 $412M +$41.7M -$38.6M +$3.08M AGG, BOND, IVV, VOO, XOM 13F-HR 8/2/2016, 01:54 PM
Q1 2016 194 $389M +$119M -$80.9M +$37.9M AGG, BOND, IVV, VOO, AMU 13F-HR 4/22/2016, 10:42 AM
Q4 2015 205 $394M +$75.4M -$26.2M +$49.2M IVV, AMU, VOO, VXF, XOM 13F-HR 1/13/2016, 11:39 AM
Q3 2015 164 $246M +$31.8M -$24.1M +$7.7M IVV, VXF, XOM, FHLC, EWMCXXXX 13F-HR 10/15/2015, 03:32 PM
Q2 2015 188 $383M +$70.3M -$38.3M +$32.1M AMU, VXF, VOO, XOM, IVV 13F-HR 7/20/2015, 12:03 PM
Q1 2015 188 $369M +$88.6M -$34.4M +$54.2M AMU, VXF, VOO, OEF, BOND 13F-HR 5/28/2015, 12:14 PM
Q4 2014 173 $345M +$134M -$42.6M +$91.9M IVV, AMU, VXF, XOM, VOO 13F-HR 1/14/2015, 09:29 AM
Q3 2014 162 $303M +$78.1M -$64.5M +$13.6M IVV, QQQXXXX, IWB, AMU, ICF 13F-HR 10/9/2014, 01:02 PM
Q2 2014 159 $309M +$112M -$70.1M +$41.6M IVV, OEF, VWO, AMU, ICF 13F-HR 7/11/2014, 09:30 AM
Q1 2014 147 $295M +$94.2M -$56.9M +$37.3M QQQXXXX, IVV, SCZ, DBAXXXX, VGK 13F-HR 4/14/2014, 10:53 AM
Q4 2013 119 $265M QQQXXXX, IVV, IWM, VTI, IEI 13F-HR 1/10/2014, 10:49 AM