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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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. 1,525 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.
1,525 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.