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 Q3	$27.6M	Buy	39,402 +1,368	+4%	+$955K	6.8%	5
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 $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

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

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Prospera Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q3 2026, buying an estimated $955K and bringing the position to 39,402 shares worth $27.6M. The position accounts for 6.8% of the portfolio, ranked #5.

Prospera Capital Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 2,103 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Prospera Capital Management held 39,402 shares of Vanguard S&P 500 ETF worth $27.6M as of Q3 2026.
Prospera Capital Management bought 1,368 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $955K.
Vanguard S&P 500 ETF made up 6.8% of Prospera Capital Management's portfolio in Q3 2026, its #5 holding.
Prospera Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,103 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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