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Visa shares owned by ShankerValleau Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by ShankerValleau Wealth Advisors from 13F filings

Historical chart of ShankerValleau Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by ShankerValleau Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by ShankerValleau Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 576 350.71
2025-06-30 $205k 576 355.05
2025-03-31 $202k 576 350.46

More positions owned by ShankerValleau Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Oracle Corporation (ORCL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Progressive Corporation (PGR)

View all positions for ShankerValleau Wealth Advisors

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Charles Schwab Investment Management
Ameriprise Financial

View all funds holding Visa