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 Q3	$148M	Buy	395,071 +83,599	+27%	+$31.3M	36.43%	1
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

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

Prospera Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 27% in Q3 2026, buying an estimated $31.3M and bringing the position to 395,071 shares worth $148M. The position accounts for 36.43% of the portfolio, ranked #1.

Prospera Capital Management first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Prospera Capital Management held 395,071 shares of Vanguard Morningstar Total Stock Market ETF worth $148M as of Q3 2026.
Prospera Capital Management bought 83,599 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $31.3M.
Vanguard Morningstar Total Stock Market ETF made up 36.43% of Prospera Capital Management's portfolio in Q3 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 8 quarters since.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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