Prospera Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Prospera Capital Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$949K	Buy	3,337 +543	+19%	+$162K	0.23%	27
2026 Q2	$843K	Buy	2,794 +756	+37%	+$217K	0.26%	25
2026 Q1	$534K	Hold	2,038	–	–	0.27%	29
2025 Q4	$526K	Hold	2,038	–	–	0.27%	27
2025 Q3	$518K	Hold	2,038	–	–	0.25%	28
2025 Q2	$485K	Sell	2,038 -30	-1%	-$6.69K	0.27%	27
2025 Q1	$459K	Buy	+2,068	New	+$494K	0.3%	26

Other funds holding VB

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prospera Capital Management's VB Position: Q3 2026 in Review

Prospera Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q3 2026, buying an estimated $162K and bringing the position to 3,337 shares worth $949K. The position accounts for 0.23% of the portfolio, ranked #27.

Prospera Capital Management first reported a position in VB in Q1 2025 and has held it in 7 quarters since. 2,184 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Prospera Capital Management held 3,337 shares of Vanguard Morningstar Small-Cap ETF worth $949K as of Q3 2026.
Prospera Capital Management bought 543 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $162K.
Vanguard Morningstar Small-Cap ETF made up 0.23% of Prospera Capital Management's portfolio in Q3 2026, its #27 holding.
Prospera Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.