Veery Capital LLC Investment Activity Analysis - Q2 2026

As part of our ongoing coverage of institutional investment activity, we've analyzed the latest filing from Veery Capital LLC, an investment advisor registered with the SEC. The data covers holdings as of June 30th, 2026.

Prominent Purchases Observed by Veery Capital in Q2 2026

Veery Capital demonstrated significant buying activity during this quarter, focusing on established Exchange-Traded Funds (ETFs) and adding exposure to specific sectors. The largest purchase was noted in the Vanguard Information Technology ETF (ticker: VUG), where Veery acquired an additional 288,907 shares, representing a staggering increase of approximately 497% compared to the previous quarter. This substantial growth in position suggests strong confidence or strategic allocation towards technology stocks.

Alongside this major addition, Veery Capital also increased its stake significantly in Schwab Strategic Trust ETF (SCHG), adding 31,310 shares and a small percentage increase of about 2.3%. Similarly, the firm boosted its position in Schwab Strategic Trust ETF (SCHV), acquiring an additional 27,699 shares and a slightly higher percentage increase of about 2.3%. These moves indicate continued interest in large-cap focused strategies.

Furthermore, Veery Capital invested in iShares Core Technology ETF (IDEV), adding around 14,660 shares. The firm also showed buying interest in the Vanguard Total Bond Market ETF, acquiring an additional 12,680 shares.

Veery Capital's Notable Selling Activity and Position Changes

In contrast to the buying focus, Veery Capital also reported selling activity during Q2 2026. The most significant disposal was observed in SLM Corp (ticker: SLM), where the firm sold off approximately 9,642 shares or a reduction of about -54.55% from its previous quarter position.

The filing also highlighted several other changes in portfolio holdings compared to prior periods. For instance, Veery Capital exited its position entirely in SPDR Series Trust ETF (SPHY), reducing the allocation from 0.74% down to 0%. Similarly, there was a decrease in holdings of iShares Core MSCI Emerging Markets ETF, which saw its share count drop by -3623 shares.

Additionally, the firm noted changes in other positions. The allocation to Vanguard Charitable ETF (BNDX) increased slightly due to a share increase of 4,018, while the position in Vaneck Vectors Eastern Europe ETF (EMLC) saw its allocation reduced from prior levels.

Contextualizing Veery Capital's Portfolio Shifts

The observed buying and selling patterns by Veery Capital during the second quarter of 2026 reflect a dynamic investment strategy focused on ETF selection. The substantial increase in VUG positions, which rose to represent approximately 8.03% of the total portfolio value as of June 30th, underscores a significant tilt towards technology growth stocks.

Veery Capital's continued purchases of SCHWAB and Vanguard STRATEGIC TR ETFs (SCHG/SCHV) suggest an enduring interest in large-cap US equities. The addition of IDEV further diversifies their tech exposure into core, broad-based holdings. On the other hand, the reduction or elimination of positions like SPHY might indicate a shift away from certain sector concentrations.

The overall portfolio structure shows that Veery Capital's primary allocation remains in 'Unknown' sectors (89.75% as of June 30th), followed by Technology (3.88%) and Financial Services (1.62%). The significant buying activity observed, particularly the large increase in VUG shares, aligns with their stated interest areas but also highlights specific opportunities they are pursuing.

For more detailed analysis of Veery Capital's portfolio holdings or to explore other investment activities reported by this firm during Q2 2026, please refer to the full data set available on InsiderSet.