Stifel Financial
VVX icon

Stifel Financial’s V2X VVX Stock Holding History

Stifel Financial’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 		$364K Buy
5,319
+675
+15% +$45.6K ﹤0.01% 3050
2025
Q4 		$253K Sell
4,644
-592
-11% -$33.3K ﹤0.01% 3254
2025
Q3 		$304K Buy
+5,236
New +$280K ﹤0.01% 3101
2022
Q1 		– Sell
-8,551
Closed -$391K – 3503
2021
Q4 		$391K Buy
8,551
+225
+3% +$10.7K ﹤0.01% 2735
2021
Q3 		$419K Buy
8,326
+787
+10% +$37.2K ﹤0.01% 2682
2021
Q2 		$359K Buy
7,539
+1,786
+31% +$91.9K ﹤0.01% 2780
2021
Q1 		$307K Buy
5,753
+246
+4% +$13.5K ﹤0.01% 2776
2020
Q4 		$274K Sell
5,507
-529
-9% -$23.7K ﹤0.01% 2650
2020
Q3 		$229K Buy
+6,036
New +$262K ﹤0.01% 2551

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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