VCI Wealth Management’s Nasdaq NDAQ Stock Holding History

VCI Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,940	Closed	-$1.1M	–	123
2026 Q1	$1.1M	Sell	12,940 -10,052	-44%	-$901K	0.3%	76
2025 Q4	$2.23M	Buy	+22,992	New	+$2.07M	0.62%	37

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VCI Wealth Management's NDAQ Position: Q2 2026 in Review

VCI Wealth Management sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 12,940 shares — an estimated $1.1M sold.

VCI Wealth Management first reported a position in NDAQ in Q4 2025 and held it in 2 quarters. The position peaked at $2.23M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

VCI Wealth Management reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
VCI Wealth Management sold 12,940 Nasdaq shares in Q2 2026, an estimated $1.1M.
VCI Wealth Management first reported a position in Nasdaq in Q4 2025 and held it in 2 quarters.
VCI Wealth Management's Nasdaq position peaked at $2.23M in Q4 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.