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 Q3	$352K	Sell	1,000 -2,547	-72%	-$892K	0.03%	432
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%	387
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

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

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

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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Avestar Capital's VV Position: Q3 2026 in Review

Avestar Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 72% in Q3 2026, selling an estimated $892K and leaving 1,000 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #432.

Avestar Capital first reported a position in VV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2026. 941 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Avestar Capital held 1,000 shares of Vanguard Morningstar Large-Cap ETF worth $352K as of Q3 2026.
Avestar Capital sold 2,547 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $892K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Avestar Capital's portfolio in Q3 2026, its #432 holding.
Avestar Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Avestar Capital's Vanguard Morningstar Large-Cap ETF position peaked at $1.22M in Q2 2026.
941 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.