Vontobel Holding’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Vontobel Holding’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Hold	12,000	–	–	﹤0.01%	712
2026 Q1	$1.39M	Buy	12,000 +9,000	+300%	+$1.04M	﹤0.01%	588
2025 Q4	$345K	Hold	3,000	–	–	﹤0.01%	1120
2025 Q3	$342K	Hold	3,000	–	–	﹤0.01%	1063
2025 Q2	$338K	Hold	3,000	–	–	﹤0.01%	1013
2025 Q1	$334K	Hold	3,000	–	–	﹤0.01%	888
2024 Q4	$331K	Hold	3,000	–	–	﹤0.01%	898
2024 Q3	$327K	Hold	3,000	–	–	﹤0.01%	897
2024 Q2	$323K	Hold	3,000	–	–	﹤0.01%	877
2024 Q1	$319K	Buy	+3,000	New	+$317K	﹤0.01%	891

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Vontobel Holding's BOXX Position: Q2 2026 in Review

Vontobel Holding held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 12,000 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Vontobel Holding first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Vontobel Holding held 12,000 shares of Alpha Architect 1-3 Month Box ETF worth $1.41M as of Q2 2026.
Vontobel Holding left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #712 holding.
Vontobel Holding first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.