PWPS
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Pinnacle Wealth Planning Services’s V2X VVX Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$274 Hold
4
– – ﹤0.01% 2660
2025
Q4 		$218 Buy
+4
New +$225 ﹤0.01% 2709
2021
Q1 		– Sell
-6
Closed – – 1918
2020
Q4 		$0 Buy
+6
New +$268 ﹤0.01% 2316

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
AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's VVX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its V2X (VVX) position steady in Q1 2026 at 4 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Pinnacle Wealth Planning Services first reported a position in VVX in Q4 2020 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold VVX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4 shares of V2X worth $274 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its V2X share count unchanged in Q1 2026.
  • V2X made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2660 holding.
  • Pinnacle Wealth Planning Services first reported a position in V2X in Q4 2020 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held V2X as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.