Vestia Personal Wealth Advisors »

Visa shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $224k 690 325.19
2025-09-30 $231k 678 341.24
2025-06-30 $246k 692 354.87
2025-03-31 $233k 665 350.25

More positions owned by Vestia Personal Wealth Advisors

Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional National Municipal Bond Etf Etf (DFNM)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for Vestia Personal 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