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True Wealth Design’s Versigent PLC VGNT Stock Holding History

True Wealth Design’s Portfolio VGNT Stock Details VGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.42K Sell
165
-10
-6% -$446 ﹤0.01% 1189
2026
Q2 		$7.35K Buy
+175
New +$6.97K ﹤0.01% 1177

Other funds holding VGNT

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
AWA
Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's VGNT Position: Q3 2026 in Review

True Wealth Design reduced its Versigent PLC (VGNT) stake by 5.7% in Q3 2026, selling an estimated $446 and leaving 165 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

True Wealth Design first reported a position in VGNT in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold VGNT as of Q3 2026.

  • True Wealth Design held 165 shares of Versigent PLC worth $7.42K as of Q3 2026.
  • True Wealth Design sold 10 Versigent PLC shares in Q3 2026, an estimated $446.
  • Versigent PLC made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1189 holding.
  • True Wealth Design first reported a position in Versigent PLC in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Versigent PLC as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.