WT
VVX icon

Whittier Trust’s V2X VVX Stock Holding History

Whittier 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
2023
Q3 		– Sell
-1
Closed -$49 – 1708
2023
Q2 		$49 Sell
1
-7
-88% -$305 ﹤0.01% 1552
2023
Q1 		$317 Hold
8
– – ﹤0.01% 1571
2022
Q4 		$330 Hold
8
– – ﹤0.01% 1590
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1771
2022
Q2 		$0 Buy
8
+1
+14% +$35 ﹤0.01% 1782
2022
Q1 		$0 Buy
+7
New +$299 ﹤0.01% 1757
2017
Q2 		– Sell
-11
Closed – – 1333
2017
Q1 		$0 Hold
11
– – ﹤0.01% 1385
2016
Q4 		$0 Hold
11
– – ﹤0.01% 1227
2016
Q3 		$0 Hold
11
– – ﹤0.01% 1213
2016
Q2 		$0 Hold
11
– – ﹤0.01% 1220
2016
Q1 		$0 Sell
11
-111
-91% -$2.2K ﹤0.01% 1228
2015
Q4 		$3K Hold
122
– – ﹤0.01% 1101
2015
Q3 		$3K Hold
122
– – ﹤0.01% 1079
2015
Q2 		$3K Hold
122
– – ﹤0.01% 1129
2015
Q1 		$3K Buy
122
+111
+1,009% +$3.21K ﹤0.01% 1149
2014
Q4 		$0 Buy
+11
New +$279 ﹤0.01% 1098

Other funds holding VVX

AL
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return