VWM
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Vermillion Wealth Management’s Visa V Stock Holding History

Vermillion Wealth Management’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
Q2 		$284K Sell
829
-117
-12% -$37.6K 0.07% 136
2026
Q1 		$286K Buy
946
+117
+14% +$37.6K 0.11% 83
2025
Q4 		$291K Sell
829
-11
-1% -$3.75K 0.12% 78
2025
Q3 		$287K Buy
840
+11
+1% +$3.81K 0.08% 126
2025
Q2 		$294K Hold
829
– – 0.14% 66
2025
Q1 		$291K Hold
829
– – 0.09% 115
2024
Q4 		$262K Buy
+829
New +$249K 0.13% 70

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $37.6K and leaving 829 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #136.

Vermillion Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Vermillion Wealth Management held 829 shares of Visa worth $284K as of Q2 2026.
  • Vermillion Wealth Management sold 117 Visa shares in Q2 2026, an estimated $37.6K.
  • Visa made up 0.07% of Vermillion Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Vermillion Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Visa position peaked at $294K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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