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VWM
Vermillion Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
12.63%
This Fund
S&P 500
This Quarter
Est. Return
-1%
1 Year Est. Return
+12.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$195M
AUM Growth
–
Cap. Flow
+$199M
Cap. Flow
% of AUM
101.74%
Top 10 Holdings %
Top 10 Hldgs %
61.99%
Holding
550
New
549
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$36.1M |
| 2 |
Vanguard Total Bond Market
BND
|
+$23.9M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$18.1M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$8.07M |
| 5 |
Dimensional International Core Fixed Income ETF
DFGX
|
+$7.55M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 5.23% |
| 2 | Technology | 3.58% |
| 3 | Healthcare | 3% |
| 4 | Industrials | 1.74% |
| 5 | Consumer Staples | 1.58% |
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Vermillion Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Vermillion Wealth Management, which disclosed 550 positions worth $195M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is Dimensional US Equity ETF: 562,446 shares worth $35.9M.
By sector, the portfolio is most concentrated in Financials at 5.2% of assets, followed by Technology and Healthcare.
- Vermillion Wealth Management's largest Q4 2024 buy was Dimensional US Equity ETF: 562,446 shares worth $35.9M.
- Vermillion Wealth Management's ten largest holdings make up 62% of its $195M portfolio in Q4 2024.
- Vermillion Wealth Management disclosed 550 positions in Q4 2024, its first 13F filing on record.
Based on Vermillion Wealth Management's 13F filing for Q4 2024, filed 21 Feb 2025.