Astra Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Astra Wealth Partners’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 Q3	$3.39M	Sell	9,624 -70	-0.7%	-$24.5K	1.9%	11
2026 Q2	$3.33M	Buy	9,694 +53	+0.5%	+$17.7K	1.77%	13
2026 Q1	$2.88M	Sell	9,641 -291	-3%	-$91K	1.72%	16
2025 Q4	$3.13M	Sell	9,932 -201	-2%	-$62.8K	1.84%	14
2025 Q3	$3.12M	Sell	10,133 -140	-1%	-$41.5K	2.08%	11
2025 Q2	$2.93M	Buy	10,273 +2,523	+33%	+$665K	2.25%	11
2025 Q1	$1.99M	Buy	7,750 +1,329	+21%	+$360K	1.83%	14
2024 Q4	$1.73M	Buy	+6,421	New	+$1.74M	1.61%	18

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Astra Wealth Partners's VV Position: Q3 2026 in Review

Astra Wealth Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.72% in Q3 2026, selling an estimated $24.5K and leaving 9,624 shares worth $3.39M. The position accounts for 1.9% of the portfolio, ranked #11.

Astra Wealth Partners first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 1,253 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Astra Wealth Partners held 9,624 shares of Vanguard Morningstar Large-Cap ETF worth $3.39M as of Q3 2026.
Astra Wealth Partners sold 70 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $24.5K.
Vanguard Morningstar Large-Cap ETF made up 1.9% of Astra Wealth Partners's portfolio in Q3 2026, its #11 holding.
Astra Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
1,253 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Astra Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.