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Vermillion & White Wealth Management Group’s Dave Inc DAVE Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-20
Closed -$4.43K – 179
2025
Q4 		$4.43K Hold
20
– – ﹤0.01% 426
2025
Q3 		$3.99K Hold
20
– – ﹤0.01% 456
2025
Q2 		$5.37K Sell
20
-23
-53% -$3.63K ﹤0.01% 358
2025
Q1 		$3.55K Buy
+43
New +$4.03K ﹤0.01% 401

Other funds holding DAVE

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vermillion & White Wealth Management Group's DAVE Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Dave Inc (DAVE) in Q1 2026, closing a stake of 20 shares — an estimated $4.43K sold.

Vermillion & White Wealth Management Group first reported a position in DAVE in Q1 2025 and held it in 4 quarters. The position peaked at $5.37K in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Dave Inc position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 20 Dave Inc shares in Q1 2026, an estimated $4.43K.
  • Vermillion & White Wealth Management Group first reported a position in Dave Inc in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Dave Inc position peaked at $5.37K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.