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Clearstead Advisors’s V2X VVX Stock Holding History

Clearstead Advisors’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Hold
1,550
– – ﹤0.01% 1243
2026
Q1 		$106K Buy
1,550
+1,549
+154,900% +$105K ﹤0.01% 1128
2025
Q4 		$55 Buy
+1
New +$56 ﹤0.01% 2594
2025
Q3 		– Sell
-1
Closed -$49 – 3258
2025
Q2 		$49 Buy
+1
New +$48 ﹤0.01% 2673

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clearstead Advisors's VVX Position: Q2 2026 in Review

Clearstead Advisors held its V2X (VVX) position steady in Q2 2026 at 1,550 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Clearstead Advisors first reported a position in VVX in Q2 2025 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold VVX as of Q2 2026.

  • Clearstead Advisors held 1,550 shares of V2X worth $116K as of Q2 2026.
  • Clearstead Advisors left its V2X share count unchanged in Q2 2026.
  • V2X made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1243 holding.
  • Clearstead Advisors first reported a position in V2X in Q2 2025 and has held it in 4 quarters since.
  • 331 funds tracked by Wall St. Rank held V2X as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.