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Vermillion & White Wealth Management Group’s Nasdaq NDAQ Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-72
Closed -$6.99K – 359
2025
Q4 		$6.99K Hold
72
– – ﹤0.01% 362
2025
Q3 		$6.37K Buy
+72
New +$6.67K ﹤0.01% 379

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 72 shares — an estimated $6.99K sold.

Vermillion & White Wealth Management Group first reported a position in NDAQ in Q3 2025 and held it in 2 quarters. The position peaked at $6.99K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 72 Nasdaq shares in Q1 2026, an estimated $6.99K.
  • Vermillion & White Wealth Management Group first reported a position in Nasdaq in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's Nasdaq position peaked at $6.99K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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