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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Leo H. Evart Inc's VTV Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2026: 29,980 shares worth $5.88M. The stake represents 5.03% of the portfolio and ranks #5 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VTV as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VTV in Q4 2021 and has held it in 9 quarters since. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Leo H. Evart Inc held 29,980 shares of Vanguard Morningstar Value ETF worth $5.88M as of Q1 2026.
Vanguard Morningstar Value ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Morningstar Value ETF made up 5.03% of Leo H. Evart Inc's portfolio in Q1 2026, its #5 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 9 quarters since.
2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.