SFG
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SageGuard Financial Group’s Vanguard Value ETF VTV Stock Holding History

SageGuard Financial Group’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,456
Closed -$338K – 126
2021
Q2 		$338K Sell
2,456
-24
-1% -$3.3K 0.15% 99
2021
Q1 		$334K Sell
2,480
-914
-27% -$115K 0.16% 98
2020
Q4 		$406K Buy
+3,394
New +$382K 0.2% 79

Other funds holding VTV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

SageGuard Financial Group's VTV Position: Q3 2021 in Review

SageGuard Financial Group sold out of Vanguard Value ETF (VTV) in Q3 2021, closing a stake of 2,456 shares — an estimated $338K sold.

SageGuard Financial Group first reported a position in VTV in Q4 2020 and held it in 3 quarters. The position peaked at $406K in Q4 2020. 1,339 funds tracked by Wall St. Rank hold VTV as of Q3 2021.

  • SageGuard Financial Group reported no remaining Vanguard Value ETF position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 2,456 Vanguard Value ETF shares in Q3 2021, an estimated $338K.
  • SageGuard Financial Group first reported a position in Vanguard Value ETF in Q4 2020 and held it in 3 quarters.
  • SageGuard Financial Group's Vanguard Value ETF position peaked at $406K in Q4 2020.
  • 1,339 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.