Prospera Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$664K	Buy	8,465 +43	+0.5%	+$3.5K	0.16%	34
2026 Q2	$681K	Buy	8,422 +2	+0%	+$155	0.21%	30
2026 Q1	$605K	Hold	8,420	–	–	0.3%	27
2025 Q4	$611K	Hold	8,420	–	–	0.31%	24
2025 Q3	$618K	Hold	8,420	–	–	0.3%	27
2025 Q2	$591K	Hold	8,420	–	–	0.33%	25
2025 Q1	$544K	Buy	+8,420	New	+$565K	0.35%	22

Other funds holding VO

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

Prospera Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.51% in Q3 2026, buying an estimated $3.5K and bringing the position to 8,465 shares worth $664K. The position accounts for 0.16% of the portfolio, ranked #34.

Prospera Capital Management first reported a position in VO in Q1 2025 and has held it in 7 quarters since. The position peaked at $681K in Q2 2026. 1,745 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Prospera Capital Management held 8,465 shares of Vanguard Morningstar Mid-Cap ETF worth $664K as of Q3 2026.
Prospera Capital Management bought 43 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Prospera Capital Management's portfolio in Q3 2026, its #34 holding.
Prospera Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
Prospera Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $681K in Q2 2026.
1,745 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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