Prospect Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Sell	2,763 -365	-12%	-$28.3K	0.18%	65
2026 Q1	$224K	Hold	3,128	–	–	0.21%	57
2025 Q4	$227K	Hold	3,128	–	–	0.21%	54
2025 Q3	$230K	Hold	3,128	–	–	0.22%	54
2025 Q2	$219K	Hold	3,128	–	–	0.23%	55
2025 Q1	$202K	Hold	3,128	–	–	0.26%	57
2024 Q4	$206K	Buy	+3,128	New	+$212K	0.25%	52

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prospect Financial Group's VO Position: Q2 2026 in Review

Prospect Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $28.3K and leaving 2,763 shares worth $223K. The position accounts for 0.18% of the portfolio, ranked #65.

Prospect Financial Group first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $230K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Prospect Financial Group held 2,763 shares of Vanguard Morningstar Mid-Cap ETF worth $223K as of Q2 2026.
Prospect Financial Group sold 365 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $28.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Prospect Financial Group's portfolio in Q2 2026, its #65 holding.
Prospect Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Prospect Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $230K in Q3 2025.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.