VWM
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Vermillion Wealth Management’s WaFd WAFD Stock Holding History

Vermillion Wealth Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$94 – 2454
2026
Q1 		$94 Buy
+3
New +$96 ﹤0.01% 1447

Other funds holding WAFD

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

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

Vermillion Wealth Management sold out of WaFd (WAFD) in Q2 2026, closing a stake of 3 shares — an estimated $94 sold.

Vermillion Wealth Management first reported a position in WAFD in Q1 2026 and held it in 1 quarter. The position peaked at $94 in Q1 2026. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Vermillion Wealth Management reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 3 WaFd shares in Q2 2026, an estimated $94.
  • Vermillion Wealth Management first reported a position in WaFd in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's WaFd position peaked at $94 in Q1 2026.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

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