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Rothschild Investment LLC’s V2X VVX Stock Holding History

Rothschild Investment LLC’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 		$8.95K Buy
120
+30
+33% +$2.23K ﹤0.01% 1946
2026
Q1 		$6.17K Buy
90
+30
+50% +$2.03K ﹤0.01% 1947
2025
Q4 		$3.27K Buy
60
+20
+50% +$1.13K ﹤0.01% 2112
2025
Q3 		$2.32K Sell
40
-5
-11% -$267 ﹤0.01% 2138
2025
Q2 		$2.19K Sell
45
-5
-10% -$238 ﹤0.01% 2020
2025
Q1 		$2.45K Buy
+50
New +$2.45K ﹤0.01% 1770
2024
Q2 		– Sell
-8,751
Closed -$409K – 2848
2024
Q1 		$409K Buy
8,751
+8,434
+2,661% +$345K 0.03% 356
2023
Q4 		$14.7K Sell
317
-8,756
-97% -$412K ﹤0.01% 926
2023
Q3 		$468K Sell
9,073
-111
-1% -$5.58K 0.04% 303
2023
Q2 		$455K Buy
9,184
+80
+0.9% +$3.49K 0.04% 314
2023
Q1 		$361K Hold
9,104
– – 0.03% 343
2022
Q4 		$376K Buy
9,104
+108
+1% +$4.28K 0.03% 330
2022
Q3 		$318K Hold
8,996
– – 0.03% 342
2022
Q2 		$301K Hold
8,996
– – 0.03% 368
2022
Q1 		$323K Buy
8,996
+543
+6% +$23.2K 0.03% 382
2021
Q4 		$387K Buy
8,453
+162
+2% +$7.68K 0.03% 361
2021
Q3 		$417K Hold
8,291
– – 0.04% 339
2021
Q2 		$394K Buy
+8,291
New +$427K 0.03% 360

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's VVX Position: Q2 2026 in Review

Rothschild Investment LLC increased its V2X (VVX) stake by 33% in Q2 2026, buying an estimated $2.23K and bringing the position to 120 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Rothschild Investment LLC first reported a position in VVX in Q2 2021 and has held it in 18 quarters since. The position peaked at $468K in Q3 2023. 333 funds tracked by Wall St. Rank hold VVX as of Q2 2026.

  • Rothschild Investment LLC held 120 shares of V2X worth $8.95K as of Q2 2026.
  • Rothschild Investment LLC bought 30 V2X shares in Q2 2026, an estimated $2.23K.
  • V2X made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1946 holding.
  • Rothschild Investment LLC first reported a position in V2X in Q2 2021 and has held it in 18 quarters since.
  • Rothschild Investment LLC's V2X position peaked at $468K in Q3 2023.
  • 333 funds tracked by Wall St. Rank held V2X as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.