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EP Wealth Advisors’s V2X VVX Stock Holding History

EP Wealth 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 		$327K Sell
4,388
-98
-2% -$7.29K ﹤0.01% 1238
2026
Q1 		$307K Buy
4,486
+91
+2% +$6.15K ﹤0.01% 1147
2025
Q4 		$240K Buy
+4,395
New +$247K ﹤0.01% 1268
2025
Q2 		$215K Buy
4,426
+4
+0.1% +$190 ﹤0.01% 1214
2025
Q1 		$217K Buy
+4,422
New +$217K ﹤0.01% 1097

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

EP Wealth Advisors's VVX Position: Q2 2026 in Review

EP Wealth Advisors reduced its V2X (VVX) stake by 2.2% in Q2 2026, selling an estimated $7.29K and leaving 4,388 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

EP Wealth Advisors first reported a position in VVX in Q1 2025 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold VVX as of Q2 2026.

  • EP Wealth Advisors held 4,388 shares of V2X worth $327K as of Q2 2026.
  • EP Wealth Advisors sold 98 V2X shares in Q2 2026, an estimated $7.29K.
  • V2X made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1238 holding.
  • EP Wealth Advisors first reported a position in V2X in Q1 2025 and has held it in 5 quarters since.
  • 333 funds tracked by Wall St. Rank held V2X as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.