Index Fund Advisors’s Visa V Stock Holding History

Index Fund Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Sell	3,713 -4,513	-55%	-$1.45M	0.05%	60
2025 Q4	$2.88M	Sell	8,226 -291	-3%	-$99.1K	0.14%	36
2025 Q3	$2.91M	Buy	8,517 +3,818	+81%	+$1.32M	0.14%	33
2025 Q2	$1.67M	Buy	+4,699	New	+$1.64M	0.09%	38
2025 Q1	–	Sell	-1,414	Closed	-$447K	–	111
2024 Q4	$447K	Sell	1,414 -6	-0.4%	-$1.8K	0.02%	67
2024 Q3	$390K	Hold	1,420	–	–	0.02%	71
2024 Q2	$373K	Hold	1,420	–	–	0.02%	67
2024 Q1	$396K	Hold	1,420	–	–	0.02%	68
2023 Q4	$370K	Sell	1,420 -800	-36%	-$197K	0.02%	64
2023 Q3	$511K	Buy	2,220 +780	+54%	+$187K	0.03%	52
2023 Q2	$342K	Hold	1,440	–	–	0.02%	68
2023 Q1	$325K	Sell	1,440 -92	-6%	-$20.5K	0.02%	70
2022 Q4	$318K	Sell	1,532 -2,571	-63%	-$518K	0.02%	65
2022 Q3	$729K	Sell	4,103 -392	-9%	-$79.8K	0.06%	33
2022 Q2	$885K	Buy	4,495 +1	+0%	+$207	0.07%	30
2022 Q1	$997K	Sell	4,494 -170	-4%	-$36.8K	0.07%	32
2021 Q4	$1.01M	Buy	+4,664	New	+$1M	0.07%	30

Other funds holding V

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Index Fund Advisors's V Position: Q1 2026 in Review

Index Fund Advisors reduced its Visa (V) stake by 55% in Q1 2026, selling an estimated $1.45M and leaving 3,713 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #60.

Index Fund Advisors first reported a position in V in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.91M in Q3 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Index Fund Advisors held 3,713 shares of Visa worth $1.12M as of Q1 2026.
Index Fund Advisors sold 4,513 Visa shares in Q1 2026, an estimated $1.45M.
Visa made up 0.05% of Index Fund Advisors's portfolio in Q1 2026, its #60 holding.
Index Fund Advisors first reported a position in Visa in Q4 2021 and has held it in 17 quarters since.
Index Fund Advisors's Visa position peaked at $2.91M in Q3 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.