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Oliver Lagore Vanvalin Investment Group’s Fidelity Value Factor ETF FVAL Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$834 Buy
+14
New +$838 ﹤0.01% 595
2024
Q4 		$185 Buy
+3
New +$187 ﹤0.01% 660

Other funds holding FVAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FVAL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity Value Factor ETF (FVAL) in Q2 2025: 14 shares worth $834. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FVAL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FVAL in Q4 2024 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold FVAL as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 14 shares of Fidelity Value Factor ETF worth $834 as of Q2 2025.
  • Fidelity Value Factor ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Fidelity Value Factor ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #595 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity Value Factor ETF in Q4 2024 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.