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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	4,454 +33	+0.7%	+$7.68K	0.34%	21
2026 Q1	$961K	Hold	4,421	–	–	0.48%	16
2025 Q4	$936K	Hold	4,421	–	–	0.47%	17
2025 Q3	$923K	Sell	4,421 -93	-2%	-$19K	0.45%	18
2025 Q2	$884K	Buy	4,514 +432	+11%	+$80K	0.49%	17
2025 Q1	$760K	Buy	+4,082	New	+$806K	0.49%	17

Other funds holding VBR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Prospera Capital Management's VBR Position: Q2 2026 in Review

Prospera Capital Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.75% in Q2 2026, buying an estimated $7.68K and bringing the position to 4,454 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #21.

Prospera Capital Management first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Prospera Capital Management held 4,454 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.08M as of Q2 2026.
Prospera Capital Management bought 33 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $7.68K.
Vanguard Morningstar Small-Cap Value ETF made up 0.34% of Prospera Capital Management's portfolio in Q2 2026, its #21 holding.
Prospera Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.