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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
Q3 		$2.34K Hold
33
– – ﹤0.01% 1620
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

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's VVX Position: Q3 2026 in Review

True Wealth Design held its V2X (VVX) position steady in Q3 2026 at 33 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

True Wealth Design first reported a position in VVX in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.46K in Q2 2026. 18 funds tracked by Wall St. Rank hold VVX as of Q3 2026.

  • True Wealth Design held 33 shares of V2X worth $2.34K as of Q3 2026.
  • True Wealth Design left its V2X share count unchanged in Q3 2026.
  • V2X made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1620 holding.
  • True Wealth Design first reported a position in V2X in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's V2X position peaked at $2.46K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held V2X as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.