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Syntal Capital Partners’s Vanguard Value ETF VTV Stock Holding History

Syntal Capital Partners’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
2024
Q1 		$655K Buy
+4,020
New +$620K 6.53% 5
2023
Q3 		– Sell
-4,020
Closed -$571K – 125
2023
Q2 		$571K Buy
+4,020
New +$558K 0.23% 82

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Syntal Capital Partners's VTV Position: Q1 2024 in Review

Syntal Capital Partners opened a new position in Vanguard Value ETF (VTV) in Q1 2024: 4,020 shares worth $655K. The stake represents 6.53% of the portfolio and ranks #5 among its holdings. This is a return to the name: Syntal Capital Partners previously reported a position in VTV as recently as Q2 2023.

Syntal Capital Partners first reported a position in VTV in Q2 2023 and has held it in 2 quarters since. 2,057 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

  • Syntal Capital Partners held 4,020 shares of Vanguard Value ETF worth $655K as of Q1 2024.
  • Vanguard Value ETF was a new Syntal Capital Partners position in Q1 2024.
  • Vanguard Value ETF made up 6.53% of Syntal Capital Partners's portfolio in Q1 2024, its #5 holding.
  • Syntal Capital Partners first reported a position in Vanguard Value ETF in Q2 2023 and has held it in 2 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2024.

Based on Syntal Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.