Leo H. Evart Inc’s Vanguard Morningstar Value ETF VTV Stock Holding History

Leo H. Evart Inc’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
2026 Q2	$6.83M	Buy	31,350 +1,370	+5%	+$286K	5.4%	3
2026 Q1	$5.88M	Buy	+29,980	New	+$6M	5.03%	5
2023 Q3	$2.81M	Sell	20,384 -138	-0.7%	-$19.8K	4.31%	8
2023 Q2	$2.92M	Buy	20,522 +163	+0.8%	+$22.6K	4.05%	9
2023 Q1	$2.81M	Buy	20,359 +13	+0.1%	+$1.82K	4.11%	9
2022 Q4	$2.86M	Sell	20,346 -1,592	-7%	-$219K	4.32%	9
2022 Q3	$2.71M	Buy	21,938 +1,600	+8%	+$216K	4.13%	9
2022 Q2	$2.68M	Sell	20,338 -1,245	-6%	-$176K	3.26%	9
2022 Q1	$3.19M	Sell	21,583 -87	-0.4%	-$12.7K	3.3%	9
2021 Q4	$3.19M	Buy	+21,670	New	+$3.09M	3.1%	10

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leo H. Evart Inc's VTV Position: Q2 2026 in Review

Leo H. Evart Inc increased its Vanguard Morningstar Value ETF (VTV) stake by 4.6% in Q2 2026, buying an estimated $286K and bringing the position to 31,350 shares worth $6.83M. The position accounts for 5.4% of the portfolio, ranked #3.

Leo H. Evart Inc first reported a position in VTV in Q4 2021 and has held it in 10 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Leo H. Evart Inc held 31,350 shares of Vanguard Morningstar Value ETF worth $6.83M as of Q2 2026.
Leo H. Evart Inc bought 1,370 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $286K.
Vanguard Morningstar Value ETF made up 5.4% of Leo H. Evart Inc's portfolio in Q2 2026, its #3 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 10 quarters since.
2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.