VWWMG
SPGI icon

Vermillion & White Wealth Management Group’s S&P Global SPGI Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11
Closed -$5.75K – 449
2025
Q4 		$5.75K Hold
11
– – ﹤0.01% 388
2025
Q3 		$5.35K Hold
11
– – ﹤0.01% 404
2025
Q2 		$5.8K Hold
11
– – ﹤0.01% 355
2025
Q1 		$5.59K Hold
11
– – ﹤0.01% 341
2024
Q4 		$5.48K Hold
11
– – ﹤0.01% 270
2024
Q3 		$5.68K Hold
11
– – ﹤0.01% 250
2024
Q2 		$4.91K Hold
11
– – ﹤0.01% 268
2024
Q1 		$4.68K Hold
11
– – ﹤0.01% 256
2023
Q4 		$4.84K Buy
+11
New +$4.34K ﹤0.01% 211

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 11 shares — an estimated $5.75K sold.

Vermillion & White Wealth Management Group first reported a position in SPGI in Q4 2023 and held it in 9 quarters. The position peaked at $5.8K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 11 S&P Global shares in Q1 2026, an estimated $5.75K.
  • Vermillion & White Wealth Management Group first reported a position in S&P Global in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's S&P Global position peaked at $5.8K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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