Prospect Financial Group
VV icon

Prospect Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Prospect Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$362K Hold
1,029
– – 0.3% 45
2026
Q2 		$354K Hold
1,029
– – 0.29% 48
2026
Q1 		$308K Sell
1,029
-80
-7% -$25K 0.28% 46
2025
Q4 		$349K Hold
1,109
– – 0.32% 43
2025
Q3 		$342K Hold
1,109
– – 0.33% 43
2025
Q2 		$317K Hold
1,109
– – 0.33% 43
2025
Q1 		$285K Hold
1,109
– – 0.36% 45
2024
Q4 		$299K Buy
+1,109
New +$301K 0.37% 42

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UBS Group
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Johnson Financial Group LLC (Colorado)
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PNC Financial Services Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Asset Advisory Services
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Prospect Financial Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,029 shares worth $362K. The position accounts for 0.3% of the portfolio, ranked #45.

Prospect Financial Group first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 1,006 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Prospect Financial Group held 1,029 shares of Vanguard Morningstar Large-Cap ETF worth $362K as of Q3 2026.
  • Prospect Financial Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.3% of Prospect Financial Group's portfolio in Q3 2026, its #45 holding.
  • Prospect Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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