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True Wealth Design’s V2X VVX Stock Holding History

True Wealth Design’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 		$2.46K Buy
33
+8
+32% +$595 ﹤0.01% 1606
2026
Q1 		$1.71K Hold
25
– – ﹤0.01% 1609
2025
Q4 		$1.36K Buy
25
+10
+67% +$563 ﹤0.01% 1592
2025
Q3 		$872 Hold
15
– – ﹤0.01% 1800
2025
Q2 		$729 Sell
15
-20
-57% -$951 ﹤0.01% 1595
2025
Q1 		$1.72K Buy
+35
New +$1.72K ﹤0.01% 1062

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 $3.37T AUM 44.26% 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

True Wealth Design's VVX Position: Q2 2026 in Review

True Wealth Design increased its V2X (VVX) stake by 32% in Q2 2026, buying an estimated $595 and bringing the position to 33 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

True Wealth Design first reported a position in VVX in Q1 2025 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold VVX as of Q2 2026.

  • True Wealth Design held 33 shares of V2X worth $2.46K as of Q2 2026.
  • True Wealth Design bought 8 V2X shares in Q2 2026, an estimated $595.
  • V2X made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1606 holding.
  • True Wealth Design first reported a position in V2X in Q1 2025 and has held it in 6 quarters since.
  • 331 funds tracked by Wall St. Rank held V2X as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.