Prospect Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Prospect Financial Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$264K	Hold	927	–	–	0.22%	51
2026 Q2	$281K	Hold	927	–	–	0.23%	58
2026 Q1	$243K	Hold	927	–	–	0.22%	52
2025 Q4	$239K	Hold	927	–	–	0.22%	52
2025 Q3	$236K	Hold	927	–	–	0.23%	51
2025 Q2	$220K	Hold	927	–	–	0.23%	54
2025 Q1	$206K	Hold	927	–	–	0.26%	56
2024 Q4	$223K	Buy	+927	New	+$228K	0.27%	50

Other funds holding VB

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

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prospect Financial Group's VB Position: Q3 2026 in Review

Prospect Financial Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 927 shares worth $264K. The position accounts for 0.22% of the portfolio, ranked #51.

Prospect Financial Group first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $281K in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Prospect Financial Group held 927 shares of Vanguard Morningstar Small-Cap ETF worth $264K as of Q3 2026.
Prospect Financial Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.22% of Prospect Financial Group's portfolio in Q3 2026, its #51 holding.
Prospect Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Prospect Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $281K in Q2 2026.
1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.