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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Hold	1,631	–	–	0.1%	43
2026 Q1	$301K	Hold	1,631	–	–	0.15%	37
2025 Q4	$289K	Hold	1,631	–	–	0.15%	35
2025 Q3	$285K	Hold	1,631	–	–	0.14%	40
2025 Q2	$270K	Hold	1,631	–	–	0.15%	37
2025 Q1	$262K	Buy	+1,631	New	+$267K	0.17%	33

Other funds holding VOE

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

SGAM

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

Prospera Capital Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,631 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #43.

Prospera Capital Management first reported a position in VOE in Q1 2025 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Prospera Capital Management held 1,631 shares of Vanguard Morningstar Mid-Cap Value ETF worth $326K as of Q2 2026.
Prospera Capital Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Prospera Capital Management's portfolio in Q2 2026, its #43 holding.
Prospera Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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