Owen LaRue
VTV icon

Owen LaRue’s Vanguard Morningstar 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
Q3 		$1.27M Buy
5,876
+1,210
+26% +$269K 0.42% 59
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Owen LaRue's VTV Position: Q3 2026 in Review

Owen LaRue increased its Vanguard Morningstar Value ETF (VTV) stake by 26% in Q3 2026, buying an estimated $269K and bringing the position to 5,876 shares worth $1.27M. The position accounts for 0.42% of the portfolio, ranked #59.

Owen LaRue first reported a position in VTV in Q3 2024 and has held it in 5 quarters since. 2,577 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Owen LaRue held 5,876 shares of Vanguard Morningstar Value ETF worth $1.27M as of Q3 2026.
  • Owen LaRue bought 1,210 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $269K.
  • Vanguard Morningstar Value ETF made up 0.42% of Owen LaRue's portfolio in Q3 2026, its #59 holding.
  • Owen LaRue first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Owen LaRue's 13F filing for Q3 2026, filed 13 Nov 2026.