Prospera Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.3M	Buy	38,034 +16,379	+76%	+$10.9M	8.21%	3
2026 Q1	$12.9M	Buy	21,655 +336	+2%	+$210K	6.49%	5
2025 Q4	$13.4M	Sell	21,319 -1,008	-5%	-$626K	6.75%	5
2025 Q3	$13.7M	Sell	22,327 -383	-2%	-$226K	6.61%	5
2025 Q2	$12.9M	Buy	22,710 +2,014	+10%	+$1.06M	7.16%	5
2025 Q1	$10.6M	Buy	20,696 +215	+1%	+$116K	6.86%	5
2024 Q4	$11M	Buy	+20,481	New	+$11.1M	8.06%	5

Other funds holding VOO

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

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

JFG

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Prospera Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 76% in Q2 2026, buying an estimated $10.9M and bringing the position to 38,034 shares worth $26.3M. The position accounts for 8.21% of the portfolio, ranked #3.

Prospera Capital Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Prospera Capital Management held 38,034 shares of Vanguard S&P 500 ETF worth $26.3M as of Q2 2026.
Prospera Capital Management bought 16,379 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10.9M.
Vanguard S&P 500 ETF made up 8.21% of Prospera Capital Management's portfolio in Q2 2026, its #3 holding.
Prospera Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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