Prospect Financial Group’s Vanguard Morningstar 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 Q2	$6.32M	Sell	17,067 -136	-0.8%	-$48.6K	5.09%	7
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Prospect Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.79% in Q2 2026, selling an estimated $48.6K and leaving 17,067 shares worth $6.32M. The position accounts for 5.09% of the portfolio, ranked #7.

Prospect Financial Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Prospect Financial Group held 17,067 shares of Vanguard Morningstar Total Stock Market ETF worth $6.32M as of Q2 2026.
Prospect Financial Group sold 136 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $48.6K.
Vanguard Morningstar Total Stock Market ETF made up 5.09% of Prospect Financial Group's portfolio in Q2 2026, its #7 holding.
Prospect Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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