VR
BTC

Vision Retirement’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Vision Retirement’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.3K Sell
320
-758
-70% -$24.1K ﹤0.01% 461
2026
Q1 		$32.3K Hold
1,078
– – 0.01% 264
2025
Q4 		$41.8K Buy
+1,078
New +$47.8K 0.01% 251

Other funds holding BTC

HKAM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Vision Retirement's BTC Position: Q2 2026 in Review

Vision Retirement reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 70% in Q2 2026, selling an estimated $24.1K and leaving 320 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Vision Retirement first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.8K in Q4 2025. 441 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Vision Retirement held 320 shares of Grayscale Bitcoin Mini Trust ETF worth $8.3K as of Q2 2026.
  • Vision Retirement sold 758 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $24.1K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #461 holding.
  • Vision Retirement first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Grayscale Bitcoin Mini Trust ETF position peaked at $41.8K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.