VWM
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Vermillion Wealth Management’s Dave Inc DAVE Stock Holding History

Vermillion Wealth Management’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$174 – 1772
2026
Q1 		$174 Buy
+1
New +$194 ﹤0.01% 1349

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vermillion Wealth Management's DAVE Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Dave Inc (DAVE) in Q2 2026, closing a stake of 1 share — an estimated $174 sold.

Vermillion Wealth Management first reported a position in DAVE in Q1 2026 and held it in 1 quarter. The position peaked at $174 in Q1 2026. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Dave Inc position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 1 Dave Inc share in Q2 2026, an estimated $174.
  • Vermillion Wealth Management first reported a position in Dave Inc in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Dave Inc position peaked at $174 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

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