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BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$155K Hold
440
– – 0.01% 978
2026
Q2 		$151K Hold
440
– – 0.01% 985
2026
Q1 		$131K Buy
+440
New +$138K 0.01% 941
2025
Q3 		$69.3K Buy
+225
New +$66.6K ﹤0.01% 1069

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 440 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #978.

BOLTON SECURITIES CORPORATION first reported a position in VV in Q3 2025 and has held it in 4 quarters since. 1,106 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 440 shares of Vanguard Morningstar Large-Cap ETF worth $155K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #978 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.