Position in VVV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,117
+$1,887 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 447 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $78,357 across 5 Auto & Truck Dealerships names. VVV ranks #3 (9.1% of the industry book) .
All Filings in VVV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,117 | 180 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $5,230 | 180 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $9,429 | 249 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $6,265 | 180 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,998 | 304 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $12,722 | 304 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,132 | 304 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $9,315 | 209 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $6,764 | 180 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,803 | 180 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $6,751 | 180 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $6,289 | 180 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||