Oliver Lagore Vanvalin Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.3K	Buy	+12	New	+$3.38K	﹤0.01%	519
2024 Q2	–	Sell	-1	Closed	-$185	–	823
2024 Q1	$185	Hold	1	–	–	﹤0.01%	700
2023 Q4	$168	Sell	1 -9	-90%	-$1.99K	﹤0.01%	726
2023 Q3	$2.06K	Sell	10 -74	-88%	-$16.4K	﹤0.01%	688
2023 Q2	$18.5K	Sell	84 -48	-36%	-$10K	0.01%	381
2023 Q1	$26.9K	Sell	132 -80	-38%	-$16K	0.01%	256
2022 Q4	$40.5K	Sell	212 -500	-70%	-$96.4K	0.02%	199
2022 Q3	$128K	Sell	712 -1,064	-60%	-$212K	0.08%	108
2022 Q2	$335K	Buy	1,776 +1,475	+490%	+$303K	0.2%	67
2022 Q1	$69K	Sell	301 -9,229	-97%	-$2.08M	0.05%	158
2021 Q4	$2.3M	Buy	+9,530	New	+$2.25M	0.16%	63

Other funds holding VTI

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2025: 12 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VTI as recently as Q1 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.3M in Q4 2021. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 12 shares of Vanguard Total Stock Market ETF worth $3.3K as of Q2 2025.
Vanguard Total Stock Market ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Total Stock Market ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #519 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard Total Stock Market ETF position peaked at $2.3M in Q4 2021.
3,219 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

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