Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$747,936
+$84,520 QoQ
Shares Held
2,180
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#3,199
of 4,501 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026VANCE WEALTH, LLC holds $1,632,525 across 4 Credit Services names. V ranks #1 (45.8% of the industry book) .
All Filings in V
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,936 | 2,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $663,416 | 2,195 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,141 | 1,255 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $471,445 | 1,381 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $463,695 | 1,306 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $460,854 | 1,315 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $352,700 | 1,116 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $288,697 | 1,050 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $294,491 | 1,122 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $298,894 | 1,071 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $259,048 | 995 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $228,859 | 995 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $236,292 | 995 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $202,237 | 897 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||