Prospera Capital Management
VUG icon

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
Q3 		$6.79M Buy
75,374
+1,527
+2% +$134K 1.67% 10
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
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

Prospera Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q3 2026, buying an estimated $134K and bringing the position to 75,374 shares worth $6.79M. The position accounts for 1.67% of the portfolio, ranked #10.

Prospera Capital Management first reported a position in VUG in Q1 2025 and has held it in 7 quarters since. 1,463 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Prospera Capital Management held 75,374 shares of Vanguard Morningstar Growth ETF worth $6.79M as of Q3 2026.
  • Prospera Capital Management bought 1,527 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $134K.
  • Vanguard Morningstar Growth ETF made up 1.67% of Prospera Capital Management's portfolio in Q3 2026, its #10 holding.
  • Prospera Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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