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Prospect Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Prospect Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.52M Sell
17,203
-142
-0.8% -$47.6K 5.1% 7
2025
Q4 		$5.82M Buy
17,345
+13
+0.1% +$4.33K 5.41% 7
2025
Q3 		$5.69M Sell
17,332
-43
-0.2% -$13.6K 5.56% 7
2025
Q2 		$5.28M Buy
17,375
+741
+4% +$208K 5.52% 7
2025
Q1 		$4.57M Sell
16,634
-313
-2% -$90.9K 5.83% 4
2024
Q4 		$4.91M Buy
+16,947
New +$4.94M 6.04% 4

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prospect Financial Group's VTI Position: Q1 2026 in Review

Prospect Financial Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.82% in Q1 2026, selling an estimated $47.6K and leaving 17,203 shares worth $5.52M. The position accounts for 5.1% of the portfolio, ranked #7.

Prospect Financial Group first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.82M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Prospect Financial Group held 17,203 shares of Vanguard Total Stock Market ETF worth $5.52M as of Q1 2026.
  • Prospect Financial Group sold 142 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $47.6K.
  • Vanguard Total Stock Market ETF made up 5.1% of Prospect Financial Group's portfolio in Q1 2026, its #7 holding.
  • Prospect Financial Group first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Prospect Financial Group's Vanguard Total Stock Market ETF position peaked at $5.82M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.