NFG
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Next Financial Group’s V2X VVX Stock Holding History

Next Financial Group’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
2021
Q4 		$13K Buy
283
+234
+478% +$11.1K ﹤0.01% 2089
2021
Q3 		$2K Buy
+49
New +$2.31K ﹤0.01% 2532
2016
Q3 		– Sell
-7
Closed – – 2443
2016
Q2 		$0 Hold
7
– – ﹤0.01% 1860
2016
Q1 		$0 Buy
+7
New +$139 ﹤0.01% 1880

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Next Financial Group's VVX Position: Q4 2021 in Review

Next Financial Group increased its V2X (VVX) stake by 478% in Q4 2021, buying an estimated $11.1K and bringing the position to 283 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Next Financial Group first reported a position in VVX in Q1 2016 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold VVX as of Q4 2021.

  • Next Financial Group held 283 shares of V2X worth $13K as of Q4 2021.
  • Next Financial Group bought 234 V2X shares in Q4 2021, an estimated $11.1K.
  • V2X made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2089 holding.
  • Next Financial Group first reported a position in V2X in Q1 2016 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held V2X as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.