Prospera Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116M	Buy	311,472 +69,064	+28%	+$24.7M	36.27%	1
2026 Q1	$77.8M	Buy	242,408 +4,177	+2%	+$1.4M	39.02%	1
2025 Q4	$79.9M	Sell	238,231 -15,369	-6%	-$5.11M	40.3%	1
2025 Q3	$83.2M	Buy	253,600 +20,472	+9%	+$6.47M	40.24%	1
2025 Q2	$71.1M	Buy	233,128 +9,077	+4%	+$2.55M	39.34%	1
2025 Q1	$61.6M	Buy	224,051 +9,531	+4%	+$2.77M	39.71%	1
2024 Q4	$62.2M	Buy	+214,520	New	+$62.6M	45.41%	1

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Prospera Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q2 2026, buying an estimated $24.7M and bringing the position to 311,472 shares worth $116M. The position accounts for 36.27% of the portfolio, ranked #1.

Prospera Capital Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Prospera Capital Management held 311,472 shares of Vanguard Morningstar Total Stock Market ETF worth $116M as of Q2 2026.
Prospera Capital Management bought 69,064 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.7M.
Vanguard Morningstar Total Stock Market ETF made up 36.27% of Prospera Capital Management's portfolio in Q2 2026, its #1 holding.
Prospera Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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