VWWMG
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Vermillion & White Wealth Management Group’s Visa V Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-201
Closed -$70.5K – 503
2025
Q4 		$70.5K Buy
201
+64
+47% +$21.8K 0.04% 124
2025
Q3 		$46.8K Buy
137
+45
+49% +$15.6K 0.03% 159
2025
Q2 		$32.6K Sell
92
-61
-40% -$21.3K 0.02% 179
2025
Q1 		$53.5K Hold
153
– – 0.04% 124
2024
Q4 		$48.3K Hold
153
– – 0.04% 137
2024
Q3 		$42K Hold
153
– – 0.03% 135
2024
Q2 		$40K Buy
153
+1
+0.7% +$274 0.03% 146
2024
Q1 		$42.5K Hold
152
– – 0.03% 132
2023
Q4 		$39.6K Buy
+152
New +$37.5K 0.04% 106

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of Visa (V) in Q1 2026, closing a stake of 201 shares — an estimated $70.5K sold.

Vermillion & White Wealth Management Group first reported a position in V in Q4 2023 and held it in 9 quarters. The position peaked at $70.5K in Q4 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 201 Visa shares in Q1 2026, an estimated $70.5K.
  • Vermillion & White Wealth Management Group first reported a position in Visa in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Visa position peaked at $70.5K in Q4 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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