Avestar Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Avestar Capital’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	$1.22M	Hold	3,547	–	–	0.07%	204
2026 Q1	$1.06M	Buy	3,547 +2,547	+255%	+$797K	0.07%	213
2025 Q4	$315K	Hold	1,000	–	–	0.02%	407
2025 Q3	$309K	Hold	1,000	–	–	0.02%	408
2025 Q2	$286K	Hold	1,000	–	–	0.02%	399
2025 Q1	$257K	Hold	1,000	–	–	0.02%	405
2024 Q4	$270K	Hold	1,000	–	–	0.02%	406
2024 Q3	$263K	Hold	1,000	–	–	0.03%	386
2024 Q2	$250K	Hold	1,000	–	–	0.03%	381
2024 Q1	$240K	Hold	1,000	–	–	0.03%	389
2023 Q4	$218K	Buy	+1,000	New	+$204K	0.02%	349
2023 Q3	–	Sell	-1,000	Closed	-$203K	–	386
2023 Q2	$203K	Buy	+1,000	New	+$192K	0.03%	306

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

Avestar Capital's VV Position: Q2 2026 in Review

Avestar Capital held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 3,547 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #204.

Avestar Capital first reported a position in VV in Q2 2023 and has held it in 12 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Avestar Capital held 3,547 shares of Vanguard Morningstar Large-Cap ETF worth $1.22M as of Q2 2026.
Avestar Capital left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Avestar Capital's portfolio in Q2 2026, its #204 holding.
Avestar Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.