Oliver Lagore Vanvalin Investment Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$18.7K	Buy	+108	New	+$18.2K	0.01%	356
2024 Q4	$18.3K	Hold	108	–	–	﹤0.01%	376
2024 Q3	$18.9K	Hold	108	–	–	0.01%	350
2024 Q2	$17.3K	Sell	108 -26	-19%	-$4.16K	0.01%	352
2024 Q1	$21.8K	Buy	+134	New	+$20.7K	0.01%	331
2023 Q2	–	Sell	-86	Closed	-$11.9K	–	845
2023 Q1	$11.9K	Buy	+86	New	+$12.1K	0.01%	363
2022 Q3	–	Sell	-71	Closed	-$9K	–	744
2022 Q2	$9K	Buy	+71	New	+$10K	0.01%	352

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 $424B AUM 22.94% 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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2025: 108 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VTV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VTV in Q2 2022 and has held it in 7 quarters since. The position peaked at $21.8K in Q1 2024. 2,402 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 108 shares of Vanguard Morningstar Value ETF worth $18.7K as of Q2 2025.
Vanguard Morningstar Value ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Morningstar Value ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #356 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Morningstar Value ETF in Q2 2022 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard Morningstar Value ETF position peaked at $21.8K in Q1 2024.
2,402 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

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