SSC
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Syverson Strege & Co’s Vanguard Value ETF VTV Stock Holding History

Syverson Strege & Co’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
2025
Q3 		– Sell
-1,747
Closed -$309K – 175
2025
Q2 		$309K Sell
1,747
-20
-1% -$3.38K 0.07% 115
2025
Q1 		$305K Buy
1,767
+313
+22% +$54.6K 0.1% 60
2024
Q4 		$246K Buy
1,454
+3
+0.2% +$526 0.08% 67
2024
Q3 		$253K Buy
1,451
+8
+0.6% +$1.34K 0.08% 55
2024
Q2 		$231K Hold
1,443
– – 0.08% 70
2024
Q1 		$235K Sell
1,443
-15
-1% -$2.31K 0.08% 65
2023
Q4 		$218K Buy
1,458
+1
+0.1% +$141 0.08% 63
2023
Q3 		$201K Buy
1,457
+1
+0.1% +$143 0.09% 58
2023
Q2 		$207K Sell
1,456
-418
-22% -$58.1K 0.09% 60
2023
Q1 		$259K Sell
1,874
-121
-6% -$17K 0.11% 52
2022
Q4 		$280K Buy
1,995
+123
+7% +$16.9K 0.13% 50
2022
Q3 		$231K Hold
1,872
– – 0.12% 61
2022
Q2 		$247K Buy
1,872
+104
+6% +$14.7K 0.09% 61
2022
Q1 		$261K Hold
1,768
– – 0.28% 53
2021
Q4 		$260K Hold
1,768
– – 0.19% 55
2021
Q3 		$239K Hold
1,768
– – 0.19% 52
2021
Q2 		$243K Hold
1,768
– – 0.22% 51
2021
Q1 		$232K Hold
1,768
– – 0.24% 51
2020
Q4 		$210K Buy
+1,768
New +$199K 0.2% 52

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Syverson Strege & Co's VTV Position: Q3 2025 in Review

Syverson Strege & Co sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 1,747 shares — an estimated $309K sold.

Syverson Strege & Co first reported a position in VTV in Q4 2020 and held it in 19 quarters. The position peaked at $309K in Q2 2025. 2,447 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Syverson Strege & Co reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
  • Syverson Strege & Co sold 1,747 Vanguard Value ETF shares in Q3 2025, an estimated $309K.
  • Syverson Strege & Co first reported a position in Vanguard Value ETF in Q4 2020 and held it in 19 quarters.
  • Syverson Strege & Co's Vanguard Value ETF position peaked at $309K in Q2 2025.
  • 2,447 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on Syverson Strege & Co's 13F filing for Q3 2025, filed 1 Dec 2025.