Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$63,998,293
+$8,161,267 QoQ
Shares Held
186,535
+1.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#487
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Dec 31, 2025CallValue
$16,934
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $178,815,167 across 4 Credit Services names. V ranks #1 (35.8% of the industry book) .
All Filings in V
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,998,293 | 186,535 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $55,837,026 | 184,744 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,934 | 300 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $62,551,232 | 178,356 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,237 | 300 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $60,106,435 | 176,069 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,357,786 | 175,631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $62,819,604 | 179,249 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $58,285,993 | 184,426 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $51,406,576 | 186,967 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $48,270,332 | 183,908 | Shares | Sole | 2024-07-25 | |
| 2024-06-30 | $4,189 | 100 | Call | Sole | 2024-07-25 | |
| 2024-03-31 | $51,968,324 | 186,213 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $27,908 | 100 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $4,802 | 100 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $49,153,298 | 188,797 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,263,354 | 192,441 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $3,320 | 100 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $3,744 | 100 | Call | Sole | 2023-08-11 | |
| 2023-06-30 | $46,096,292 | 194,106 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $44,015,653 | 195,226 | Shares | Sole | 2023-05-05 | |
| 2023-03-31 | $3,410 | 100 | Call | Sole | 2023-05-05 | |
| 2022-12-31 | $40,842,915 | 196,587 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $35,437,089 | 199,477 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39,054,903 | 198,359 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $43,777,398 | 197,400 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $41,969,358 | 193,666 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $41,645,117 | 186,959 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $42,656,484 | 182,433 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $37,805,238 | 178,554 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $37,559,878 | 171,718 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,274,408 | 166,397 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,401,328 | 162,558 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $23,635,015 | 146,692 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||