VCM
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Versant Capital Management’s Savers SVV Stock Holding History

Versant Capital Management’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
Q3 		$78.6K Sell
8,532
-73
-0.8% -$736 0.01% 1099
2026
Q2 		$86.8K Buy
8,605
+342
+4% +$2.97K 0.01% 1018
2026
Q1 		$61.5K Buy
8,263
+491
+6% +$4.69K 0.01% 1112
2025
Q4 		$72.6K Sell
7,772
-206
-3% -$2.12K 0.01% 899
2025
Q3 		$106K Hold
7,978
– – 0.01% 686
2025
Q2 		$81.4K Buy
7,978
+605
+8% +$5.92K 0.01% 754
2025
Q1 		$50.9K Buy
+7,373
New +$68.1K 0.01% 853

Other funds holding SVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Versant Capital Management's SVV Position: Q3 2026 in Review

Versant Capital Management reduced its Savers (SVV) stake by 0.85% in Q3 2026, selling an estimated $736 and leaving 8,532 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #1099.

Versant Capital Management first reported a position in SVV in Q1 2025 and has held it in 7 quarters since. The position peaked at $106K in Q3 2025. 11 funds tracked by Wall St. Rank hold SVV as of Q3 2026.

  • Versant Capital Management held 8,532 shares of Savers worth $78.6K as of Q3 2026.
  • Versant Capital Management sold 73 Savers shares in Q3 2026, an estimated $736.
  • Savers made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #1099 holding.
  • Versant Capital Management first reported a position in Savers in Q1 2025 and has held it in 7 quarters since.
  • Versant Capital Management's Savers position peaked at $106K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Savers as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.