Ashton Thomas Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ashton Thomas Private Wealth’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.3M	Sell	537,525 -7,687	-1%	-$596K	0.9%	15
2026 Q1	$39.1M	Buy	545,212 +21,472	+4%	+$1.6M	0.93%	13
2025 Q4	$38M	Buy	523,740 +15,452	+3%	+$1.12M	0.93%	18
2025 Q3	$37.5M	Buy	508,288 +139,660	+38%	+$10M	0.97%	15
2025 Q2	$25.9M	Sell	368,628 -117,088	-24%	-$7.69M	0.91%	16
2025 Q1	$31.4M	Buy	485,716 +50,028	+11%	+$3.36M	1.2%	9
2024 Q4	$28.8M	Buy	435,688 +14,440	+3%	+$980K	1.12%	11
2024 Q3	$27.8M	Buy	421,248 +6,728	+2%	+$422K	1.46%	6
2024 Q2	$25.1M	Buy	414,520 +100	+0%	+$6.08K	1.37%	8
2024 Q1	$25.9M	Buy	414,420 +5,112	+1%	+$302K	1.48%	5
2023 Q4	$23.8M	Buy	409,308 +2,604	+0.6%	+$139K	1.5%	4
2023 Q3	$21.2M	Buy	406,704 +47,876	+13%	+$2.63M	1.54%	4
2023 Q2	$19.7M	Buy	358,828 +31,540	+10%	+$1.65M	1.51%	6
2023 Q1	$17.3M	Buy	327,288 +93,504	+40%	+$4.97M	1.51%	6
2022 Q4	$11.9M	Buy	233,784 +12,764	+6%	+$650K	1.18%	13
2022 Q3	$10.4M	Buy	221,020 +21,212	+11%	+$1.11M	1.17%	13
2022 Q2	$9.84M	Sell	199,808 -3,324	-2%	-$180K	1.06%	15
2022 Q1	$12.1M	Buy	203,132 +50,248	+33%	+$2.95M	1.06%	13
2021 Q4	$9.74M	Buy	152,884 +39,340	+35%	+$2.47M	0.95%	18
2021 Q3	$6.72M	Buy	113,544 +16,992	+18%	+$1.03M	0.97%	22
2021 Q2	$5.73M	Buy	96,552 +6,492	+7%	+$376K	0.87%	25
2021 Q1	$4.98M	Buy	90,060 +13,188	+17%	+$716K	0.84%	25
2020 Q4	$3.97M	Buy	76,872 +2,768	+4%	+$134K	0.76%	26
2020 Q3	$3.27M	Buy	74,104 +976	+1%	+$42.5K	0.82%	27
2020 Q2	$3M	Buy	73,128 +13,576	+23%	+$520K	0.89%	25
2020 Q1	$1.96M	Buy	59,552 +44,304	+291%	+$1.83M	0.8%	27
2019 Q4	$679K	Buy	15,248 +2,092	+16%	+$89.8K	0.22%	117
2019 Q3	$551K	Sell	13,156 -1,044	-7%	-$43.6K	0.23%	100
2019 Q2	$593K	Buy	14,200 +492	+4%	+$20.1K	0.23%	89
2019 Q1	$551K	Buy	+13,708	New	+$527K	0.23%	90

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ashton Thomas Private Wealth's VO Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, selling an estimated $596K and leaving 537,525 shares worth $43.3M. The position accounts for 0.9% of the portfolio, ranked #15.

Ashton Thomas Private Wealth first reported a position in VO in Q1 2019 and has held it in 30 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ashton Thomas Private Wealth held 537,525 shares of Vanguard Morningstar Mid-Cap ETF worth $43.3M as of Q2 2026.
Ashton Thomas Private Wealth sold 7,687 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $596K.
Vanguard Morningstar Mid-Cap ETF made up 0.9% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #15 holding.
Ashton Thomas Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.