Washington Trust’s V2X VVX Stock Holding History

Washington Trust’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
2024 Q3	–	Sell	-311	Closed	-$14.9K	–	889
2024 Q2	$14.9K	Hold	311	–	–	﹤0.01%	615
2024 Q1	$14.5K	Hold	311	–	–	﹤0.01%	620
2023 Q4	$14.4K	Hold	311	–	–	﹤0.01%	600
2023 Q3	$16.1K	Hold	311	–	–	﹤0.01%	564
2023 Q2	$15.4K	Hold	311	–	–	﹤0.01%	592
2023 Q1	$12.4K	Hold	311	–	–	﹤0.01%	633
2022 Q4	$12.8K	Hold	311	–	–	﹤0.01%	621
2022 Q3	$11K	Hold	311	–	–	﹤0.01%	639
2022 Q2	$10K	Hold	311	–	–	﹤0.01%	650
2022 Q1	$11K	Hold	311	–	–	﹤0.01%	667
2021 Q4	$14K	Hold	311	–	–	﹤0.01%	643
2021 Q3	$16K	Hold	311	–	–	﹤0.01%	731
2021 Q2	$15K	Hold	311	–	–	﹤0.01%	738
2021 Q1	$17K	Hold	311	–	–	﹤0.01%	698
2020 Q4	$15K	Hold	311	–	–	﹤0.01%	706
2020 Q3	$12K	Hold	311	–	–	﹤0.01%	709
2020 Q2	$15K	Hold	311	–	–	﹤0.01%	600
2020 Q1	$13K	Buy	+311	New	+$15.8K	﹤0.01%	634
2018 Q3	–	Sell	-311	Closed	-$10K	–	804
2018 Q2	$10K	Buy	+311	New	+$10.5K	﹤0.01%	679

Other funds holding VVX

AIP LLC New York $268M AUM 40.4% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return