Prospera Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.4M	Buy	73,847 +17,285	+31%	+$1.45M	2%	8
2026 Q1	$4.12M	Sell	56,562 -1,092	-2%	-$85K	2.07%	8
2025 Q4	$4.69M	Sell	57,654 -2,496	-4%	-$203K	2.37%	7
2025 Q3	$4.81M	Sell	60,150 -1,566	-3%	-$120K	2.32%	8
2025 Q2	$4.51M	Buy	61,716 +1,974	+3%	+$130K	2.5%	7
2025 Q1	$3.69M	Buy	+59,742	New	+$4.03M	2.38%	7

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Prospera Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q2 2026, buying an estimated $1.45M and bringing the position to 73,847 shares worth $6.4M. The position accounts for 2% of the portfolio, ranked #8.

Prospera Capital Management first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Prospera Capital Management held 73,847 shares of Vanguard Morningstar Growth ETF worth $6.4M as of Q2 2026.
Prospera Capital Management bought 17,285 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.45M.
Vanguard Morningstar Growth ETF made up 2% of Prospera Capital Management's portfolio in Q2 2026, its #8 holding.
Prospera Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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