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

Prospera Capital Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-723
Closed -$212K – 49
2025
Q3 		$212K Hold
723
– – 0.1% 46
2025
Q2 		$206K Buy
+723
New +$186K 0.11% 43

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Prospera Capital Management's VOT Position: Q4 2025 in Review

Prospera Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 723 shares — an estimated $212K sold.

Prospera Capital Management first reported a position in VOT in Q2 2025 and held it in 2 quarters. The position peaked at $212K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Prospera Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Prospera Capital Management sold 723 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $212K.
  • Prospera Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Prospera Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $212K in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Prospera Capital Management's 13F filing for Q4 2025, filed 20 Jan 2026.