VWWMG
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Vermillion & White Wealth Management Group’s Unum UNM Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-326
Closed -$25.3K – 494
2025
Q4 		$25.3K Hold
326
– – 0.01% 228
2025
Q3 		$25.4K Sell
326
-211
-39% -$15.8K 0.01% 226
2025
Q2 		$43.4K Buy
537
+164
+44% +$13K 0.03% 150
2025
Q1 		$30.4K Buy
+373
New +$28.8K 0.02% 165

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of Unum (UNM) in Q1 2026, closing a stake of 326 shares — an estimated $25.3K sold.

Vermillion & White Wealth Management Group first reported a position in UNM in Q1 2025 and held it in 4 quarters. The position peaked at $43.4K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 326 Unum shares in Q1 2026, an estimated $25.3K.
  • Vermillion & White Wealth Management Group first reported a position in Unum in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Unum position peaked at $43.4K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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