VCI Wealth Management LLC
CIK 2009388
13F filing for Q2 2026・No. 4,492
- Holdings
- US$398.94M
- Quarter change
- +US$38.18M
- Entries
- 99
- Net bought (estimate)
- +US$18.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 41
- Cut 17
- Added 65
- Corporate actions 0
- Unchanged 0
Largest holdings
99 stocks worth US$398.94M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 482,387 | US$34.37M | 8.62% |
| ISHARES GOLD TRISHARES NEW | Added | 347,507 | US$26.24M | 6.58% |
| NVDANvidiaCOM | Added | 106,965 | US$21.4M | 5.36% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Cut | 342,342 | US$17.31M | 4.34% |
| AAPLAppleCOM | Added | 59,098 | US$17.1M | 4.29% |
| GOOGALPHABET INCCAP STK CL C | Cut | 40,272 | US$14.23M | 3.57% |
| MSFTMicrosoftCOM | Added | 36,329 | US$13.55M | 3.40% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 200,329 | US$11.96M | 3.00% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Cut | 134,999 | US$10.52M | 2.64% |
| VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | Cut | 220,560 | US$10.32M | 2.59% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.