VWM
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Vigilare Wealth Management’s Visa V Stock Holding History

Vigilare Wealth Management’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
Q2 		$1.45M Sell
4,216
-200
-5% -$64.2K 0.44% 42
2026
Q1 		$1.33M Sell
4,416
-9
-0.2% -$2.89K 0.45% 37
2025
Q4 		$1.55M Hold
4,425
– – 0.52% 36
2025
Q3 		$1.51M Buy
4,425
+15
+0.3% +$5.19K 0.52% 38
2025
Q2 		$1.57M Sell
4,410
-336
-7% -$117K 0.59% 34
2025
Q1 		$1.66M Hold
4,746
– – 0.66% 28
2024
Q4 		$1.5M Buy
4,746
+1
+0% +$301 0.61% 22
2024
Q3 		$1.3M Sell
4,745
-1
-0% -$270 0.53% 28
2024
Q2 		$1.25M Hold
4,746
– – 0.55% 27
2024
Q1 		$1.32M Sell
4,746
-1,067
-18% -$295K 0.65% 28
2023
Q4 		$1.51M Buy
5,813
+2
+0% +$493 0.78% 22
2023
Q3 		$1.34M Buy
5,811
+1
+0% +$240 0.85% 23
2023
Q2 		$1.38M Buy
5,810
+2
+0% +$458 0.8% 22
2023
Q1 		$1.31M Buy
5,808
+2
+0% +$445 0.74% 22
2022
Q4 		$1.21M Buy
5,806
+1
+0% +$202 0.7% 28
2022
Q3 		$1.03M Sell
5,805
-657
-10% -$134K 1.33% 20
2022
Q2 		$1.27M Sell
6,462
-368
-5% -$76.1K 1.38% 19
2022
Q1 		$1.51M Sell
6,830
-1,333
-16% -$288K 1.24% 21
2021
Q4 		$1.77M Sell
8,163
-1,397
-15% -$300K 1.05% 20
2021
Q3 		$2.13M Buy
9,560
+228
+2% +$53.5K 1.32% 16
2021
Q2 		$2.18M Buy
9,332
+2,002
+27% +$458K 1.32% 14
2021
Q1 		$1.55M Sell
7,330
-118
-2% -$24.8K 1.1% 20
2020
Q4 		$1.63M Sell
7,448
-1,296
-15% -$265K 1.54% 17
2020
Q3 		$1.75M Sell
8,744
-459
-5% -$91.7K 1.82% 17
2020
Q2 		$1.78M Sell
9,203
-448
-5% -$81.8K 1.8% 15
2020
Q1 		$1.55M Sell
9,651
-666
-6% -$125K 1.86% 15
2019
Q4 		$2.07M Buy
+10,317
New +$1.86M 1.38% 17

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vigilare Wealth Management's V Position: Q2 2026 in Review

Vigilare Wealth Management reduced its Visa (V) stake by 4.5% in Q2 2026, selling an estimated $64.2K and leaving 4,216 shares worth $1.45M. The position accounts for 0.44% of the portfolio, ranked #42.

Vigilare Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.18M in Q2 2021. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Vigilare Wealth Management held 4,216 shares of Visa worth $1.45M as of Q2 2026.
  • Vigilare Wealth Management sold 200 Visa shares in Q2 2026, an estimated $64.2K.
  • Visa made up 0.44% of Vigilare Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Vigilare Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Vigilare Wealth Management's Visa position peaked at $2.18M in Q2 2021.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.