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Syverson Strege & Co’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Syverson Strege & Co’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9
Closed -$1.43K – 597
2023
Q1 		$1.43K Buy
+9
New +$1.49K ﹤0.01% 549
2022
Q3 		– Sell
-60
Closed -$9K – 335
2022
Q2 		$9K Buy
+60
New +$9.84K ﹤0.01% 232

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Syverson Strege & Co's VBR Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2023, closing a stake of 9 shares — an estimated $1.43K sold.

Syverson Strege & Co first reported a position in VBR in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 1,233 funds tracked by Wall St. Rank hold VBR as of Q2 2023.

  • Syverson Strege & Co reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 9 Vanguard Small-Cap Value ETF shares in Q2 2023, an estimated $1.43K.
  • Syverson Strege & Co first reported a position in Vanguard Small-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Syverson Strege & Co's Vanguard Small-Cap Value ETF position peaked at $9K in Q2 2022.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.