Oliver Lagore Vanvalin Investment Group’s JBG SMITH JBGS Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio JBGS Stock Details JBGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.89K	Buy	+117	New	+$1.91K	﹤0.01%	558
2024 Q4	$1.8K	Hold	117	–	–	﹤0.01%	587
2024 Q3	$2.04K	Hold	117	–	–	﹤0.01%	578
2024 Q2	$1.78K	Hold	117	–	–	﹤0.01%	608
2024 Q1	$1.88K	Hold	117	–	–	﹤0.01%	622
2023 Q4	$1.99K	Hold	117	–	–	﹤0.01%	629
2023 Q3	$1.69K	Hold	117	–	–	﹤0.01%	710
2023 Q2	$1.76K	Hold	117	–	–	﹤0.01%	660
2023 Q1	$1.76K	Buy	+117	New	+$2.08K	﹤0.01%	593

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in JBG SMITH (JBGS) in Q2 2025: 117 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JBGS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JBGS in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.04K in Q3 2024. 217 funds tracked by Wall St. Rank hold JBGS as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 117 shares of JBG SMITH worth $1.89K as of Q2 2025.
JBG SMITH was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
JBG SMITH made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #558 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in JBG SMITH in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's JBG SMITH position peaked at $2.04K in Q3 2024.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2025.

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