Ashton Thomas Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.49M	Sell	10,151 -60	-0.6%	-$20K	0.07%	264
2026 Q1	$3.05M	Buy	10,211 +2	+0%	+$626	0.07%	274
2025 Q4	$3.21M	Sell	10,209 -64	-0.6%	-$20K	0.08%	248
2025 Q3	$3.17M	Sell	10,273 -86	-0.8%	-$25.5K	0.08%	243
2025 Q2	$2.96M	Sell	10,359 -509	-5%	-$134K	0.1%	207
2025 Q1	$2.79M	Buy	10,868 +8,346	+331%	+$2.26M	0.11%	216
2024 Q4	$680K	Buy	+2,522	New	+$683K	0.03%	470
2024 Q3	–	Sell	-683	Closed	-$170K	–	1823
2024 Q2	$170K	Buy	+683	New	+$164K	0.01%	606
2023 Q2	–	Sell	-1,164	Closed	-$217K	–	603
2023 Q1	$217K	Buy	+1,164	New	+$212K	0.02%	470

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ashton Thomas Private Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.59% in Q2 2026, selling an estimated $20K and leaving 10,151 shares worth $3.49M. The position accounts for 0.07% of the portfolio, ranked #264.

Ashton Thomas Private Wealth first reported a position in VV in Q1 2023 and has held it in 9 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Ashton Thomas Private Wealth held 10,151 shares of Vanguard Morningstar Large-Cap ETF worth $3.49M as of Q2 2026.
Ashton Thomas Private Wealth sold 60 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $20K.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #264 holding.
Ashton Thomas Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 9 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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