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Owen LaRue’s Vanguard Value ETF VTV Stock Holding History

Owen LaRue’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
Q2 		$1.02M Buy
4,666
+276
+6% +$57.6K 0.35% 65
2026
Q1 		$861K Buy
4,390
+1,350
+44% +$270K 0.33% 64
2025
Q4 		$581K Buy
+3,040
New +$572K 0.22% 77
2024
Q4 		– Sell
-1,147
Closed -$200K – 103
2024
Q3 		$200K Buy
+1,147
New +$192K 0.11% 93

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Owen LaRue's VTV Position: Q2 2026 in Review

Owen LaRue increased its Vanguard Value ETF (VTV) stake by 6.3% in Q2 2026, buying an estimated $57.6K and bringing the position to 4,666 shares worth $1.02M. The position accounts for 0.35% of the portfolio, ranked #65.

Owen LaRue first reported a position in VTV in Q3 2024 and has held it in 4 quarters since. 1,057 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Owen LaRue held 4,666 shares of Vanguard Value ETF worth $1.02M as of Q2 2026.
  • Owen LaRue bought 276 Vanguard Value ETF shares in Q2 2026, an estimated $57.6K.
  • Vanguard Value ETF made up 0.35% of Owen LaRue's portfolio in Q2 2026, its #65 holding.
  • Owen LaRue first reported a position in Vanguard Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.