Ashton Thomas Private Wealth
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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
Q3 		$42.2M Buy
537,656
+131
+0% +$10.7K 0.85% 13
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 		$9.8M 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 		$9.7M 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
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Ashton Thomas Private Wealth's VO Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q3 2026, buying an estimated $10.7K and bringing the position to 537,656 shares worth $42.2M. The position accounts for 0.85% of the portfolio, ranked #13.

Ashton Thomas Private Wealth first reported a position in VO in Q1 2019 and has held it in 31 quarters since. The position peaked at $43.3M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Ashton Thomas Private Wealth held 537,656 shares of Vanguard Morningstar Mid-Cap ETF worth $42.2M as of Q3 2026.
  • Ashton Thomas Private Wealth bought 131 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $10.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.85% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #13 holding.
  • Ashton Thomas Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • Ashton Thomas Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $43.3M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.