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

Ashton Thomas Securities’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	$298K	Sell	3,704 -932	-20%	-$72.3K	0.04%	254
2026 Q1	$333K	Sell	4,636 -12	-0.3%	-$892	0.04%	290
2025 Q4	$337K	Sell	4,648 -1,148	-20%	-$83.5K	0.06%	203
2025 Q3	$426K	Sell	5,796 -1,396	-19%	-$100K	0.06%	237
2025 Q2	$503K	Buy	7,192 +116	+2%	+$7.61K	0.12%	169
2025 Q1	$458K	Sell	7,076 -2,156	-23%	-$145K	0.13%	161
2024 Q4	$610K	Buy	9,232 +1,424	+18%	+$96.7K	0.17%	133
2024 Q3	$515K	Buy	7,808 +3,580	+85%	+$225K	0.1%	175
2024 Q2	$256K	Buy	+4,228	New	+$257K	0.06%	206

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 Securities's VO Position: Q2 2026 in Review

Ashton Thomas Securities reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q2 2026, selling an estimated $72.3K and leaving 3,704 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #254.

Ashton Thomas Securities first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $610K in Q4 2024. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ashton Thomas Securities held 3,704 shares of Vanguard Morningstar Mid-Cap ETF worth $298K as of Q2 2026.
Ashton Thomas Securities sold 932 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $72.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Ashton Thomas Securities's portfolio in Q2 2026, its #254 holding.
Ashton Thomas Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Ashton Thomas Securities's Vanguard Morningstar Mid-Cap ETF position peaked at $610K in Q4 2024.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.