SageView Advisory Group’s V2X VVX Stock Holding History

SageView Advisory 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
2026 Q1	–	Sell	-5	Closed	-$273	–	2404
2025 Q4	$273	Buy	+5	New	+$281	﹤0.01%	2497

Other funds holding VVX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIP LLC New York $95.2M AUM 36.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's VVX Position: Q1 2026 in Review

SageView Advisory Group sold out of V2X (VVX) in Q1 2026, closing a stake of 5 shares — an estimated $273 sold.

SageView Advisory Group first reported a position in VVX in Q4 2025 and held it in 1 quarter. The position peaked at $273 in Q4 2025. 295 funds tracked by Wall St. Rank hold VVX as of Q1 2026.

SageView Advisory Group reported no remaining V2X position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5 V2X shares in Q1 2026, an estimated $273.
SageView Advisory Group first reported a position in V2X in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's V2X position peaked at $273 in Q4 2025.
295 funds tracked by Wall St. Rank held V2X as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.