Ellevest Inc’s V2X VVX Stock Holding History

Ellevest Inc’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 Q3	$222K	Sell	3,141 -296	-9%	-$23.1K	0.03%	413
2026 Q2	$256K	Sell	3,437 -590	-15%	-$43.9K	0.03%	391
2026 Q1	$276K	Sell	4,027 -1,993	-33%	-$135K	0.04%	338
2025 Q4	$328K	Sell	6,020 -378	-6%	-$21.3K	0.05%	305
2025 Q3	$372K	Buy	+6,398	New	+$342K	0.05%	283
2023 Q2	–	Sell	-852	Closed	-$33.8K	–	1604
2023 Q1	$33.8K	Sell	852 -1	-0.1%	-$43	﹤0.01%	711
2022 Q4	$35.2K	Sell	853 -414	-33%	-$16.4K	﹤0.01%	706
2022 Q3	$45K	Buy	1,267 +1,111	+712%	+$38.6K	﹤0.01%	618
2022 Q2	$5K	Buy	+156	New	+$5.52K	﹤0.01%	1031
2021 Q4	–	Sell	-166	Closed	-$8K	–	1672
2021 Q3	$8K	Buy	+166	New	+$7.84K	﹤0.01%	878
2020 Q2	–	Sell	-11	Closed	–	–	1353
2020 Q1	$0	Hold	11	–	–	﹤0.01%	1314
2019 Q4	$1K	Buy	+11	New	+$530	﹤0.01%	891

Other funds holding VVX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ellevest Inc's VVX Position: Q3 2026 in Review

Ellevest Inc reduced its V2X (VVX) stake by 8.6% in Q3 2026, selling an estimated $23.1K and leaving 3,141 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #413.

Ellevest Inc first reported a position in VVX in Q4 2019 and has held it in 12 quarters since. The position peaked at $372K in Q3 2025. 175 funds tracked by Wall St. Rank hold VVX as of Q3 2026.

Ellevest Inc held 3,141 shares of V2X worth $222K as of Q3 2026.
Ellevest Inc sold 296 V2X shares in Q3 2026, an estimated $23.1K.
V2X made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #413 holding.
Ellevest Inc first reported a position in V2X in Q4 2019 and has held it in 12 quarters since.
Ellevest Inc's V2X position peaked at $372K in Q3 2025.
175 funds tracked by Wall St. Rank held V2X as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.