West Oak Capital’s V2X VVX Stock Holding History

West Oak Capital’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
2019 Q3	–	Sell	-83	Closed	-$3K	–	324
2019 Q2	$3K	Hold	83	–	–	﹤0.01%	294
2019 Q1	$2K	Hold	83	–	–	﹤0.01%	295
2018 Q4	$1.79K	Hold	83	–	–	﹤0.01%	311
2018 Q3	$2.59K	Hold	83	–	–	﹤0.01%	332
2018 Q2	$2.56K	Hold	83	–	–	﹤0.01%	303
2018 Q1	$3.09K	Hold	83	–	–	﹤0.01%	309
2017 Q4	$2.56K	Hold	83	–	–	﹤0.01%	276
2017 Q3	$2.56K	Hold	83	–	–	﹤0.01%	309
2017 Q2	$2.68K	Hold	83	–	–	﹤0.01%	324
2017 Q1	$1.85K	Hold	83	–	–	﹤0.01%	351
2016 Q4	$1.98K	Hold	83	–	–	﹤0.01%	320
2016 Q3	$1.26K	Hold	83	–	–	﹤0.01%	360
2016 Q2	$2.37K	Hold	83	–	–	﹤0.01%	308
2016 Q1	$1.89K	Hold	83	–	–	﹤0.01%	251
2015 Q4	$1.73K	Hold	83	–	–	﹤0.01%	260
2015 Q3	$1.83K	Hold	83	–	–	﹤0.01%	261
2015 Q2	$2.06K	Hold	83	–	–	﹤0.01%	270
2015 Q1	$2.12K	Hold	83	–	–	﹤0.01%	269
2014 Q4	$2.27K	Hold	83	–	–	﹤0.01%	274
2014 Q3	$1.62K	Buy	+83	New	+$1.63K	﹤0.01%	274

Other funds holding VVX

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

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Dimensional Fund Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments

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