True Wealth Design’s Virginia National Bankshares VABK Stock Holding History

True Wealth Design’s Portfolio VABK Stock Details VABK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$311	Buy	7 +1	+17%	+$42	﹤0.01%	2341
2026 Q1	$230	Sell	6 -1	-14%	-$40	﹤0.01%	2301
2025 Q4	$279	Hold	7	–	–	﹤0.01%	2143
2025 Q3	$272	Buy	7 +3	+75%	+$116	﹤0.01%	2225
2025 Q2	$148	Sell	4 -1	-20%	-$37	﹤0.01%	2148
2025 Q1	$181	Buy	+5	New	+$180	﹤0.01%	1996

Other funds holding VABK

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

True Wealth Design's VABK Position: Q2 2026 in Review

True Wealth Design increased its Virginia National Bankshares (VABK) stake by 17% in Q2 2026, buying an estimated $42 and bringing the position to 7 shares worth $311. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

True Wealth Design first reported a position in VABK in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold VABK as of Q2 2026.

True Wealth Design held 7 shares of Virginia National Bankshares worth $311 as of Q2 2026.
True Wealth Design bought 1 Virginia National Bankshares share in Q2 2026, an estimated $42.
Virginia National Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2341 holding.
True Wealth Design first reported a position in Virginia National Bankshares in Q1 2025 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held Virginia National Bankshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.