Vermillion Wealth Management, Inc. VFWAX β€” VANGUARD FTSE ALL-WLD EX-US IDX ADMIRAL

Ownership history in Vermillion Wealth Management, Inc.  Β·  2 quarters on record

AI Ownership Summary

Vermillion Wealth Management, Inc. reported VANGUARD FTSE ALL-WLD EX-US IDX ADMIRAL (VFWAX) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows VFWAX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VFWAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vermillion Wealth Management, Inc.'s position in VANGUARD FTSE ALL-WLD EX-US IDX ADMIRAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VFWAX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vermillion Wealth Management, Inc. held VFWAX β€” position size vs. price
% of Fund (quarterly)    VFWAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 450 +6 +1.4% 0.01% $20K 2025-10-23 $44.32
2025 Q1 INITIATED β€” β€” β€” 444 β€” β€” 0.00% $17K 2025-04-28 $37.48

🏒 Other funds also holding VFWAX

As of 2026 Q1 β€” sorted by position size

FULTON BANK, N.A. 3Y 7Y 0.01% McMillan Office, Inc. 0.0%

FAQ About Vermillion Wealth Management, Inc. and VFWAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vermillion Wealth Management, Inc. reported owning VFWAX?

Vermillion Wealth Management, Inc. reported VFWAX across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported VFWAX position in Vermillion Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for VFWAX was 0.01% in 2025 Q3.

What is the latest reported VFWAX position on this page?

The most recent filing on this page is 2025 Q3, when Vermillion Wealth Management, Inc. reported 450 shares, equal to 0.01% of portfolio, with an estimated market value of $20K.

What does the chart on this VFWAX ownership page compare?

The chart compares Vermillion Wealth Management, Inc.'s quarterly VFWAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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