HA
SVV icon

Homestead Advisers’s Savers SVV Stock Holding History

Homestead Advisers’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Hold
187,106
– – 0.04% 98
2025
Q4 		$1.75M Hold
187,106
– – 0.05% 94
2025
Q3 		$2.48M Hold
187,106
– – 0.06% 90
2025
Q2 		$1.91M Hold
187,106
– – 0.05% 95
2025
Q1 		$1.29M Buy
187,106
+37,906
+25% +$350K 0.03% 94
2024
Q4 		$1.53M Hold
149,200
– – 0.04% 99
2024
Q3 		$1.57M Hold
149,200
– – 0.04% 97
2024
Q2 		$1.83M Buy
149,200
+111,800
+299% +$1.67M 0.05% 95
2024
Q1 		$721K Buy
+37,400
New +$698K 0.02% 98

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM