Prospect Financial Group
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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
Q3 		– Sell
-2,763
Closed -$223K – 71
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

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Wilshire Advisors
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

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

Prospect Financial Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 2,763 shares — an estimated $223K sold.

Prospect Financial Group first reported a position in VO in Q4 2024 and held it in 7 quarters. The position peaked at $230K in Q3 2025. 1,975 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Prospect Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Prospect Financial Group sold 2,763 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $223K.
  • Prospect Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 7 quarters.
  • Prospect Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $230K in Q3 2025.
  • 1,975 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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