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Prospera Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Prospera Financial Services’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71M Buy
7,402
+68
+0.9% +$23.2K 0.04% 430
2026
Q1 		$2.22M Sell
7,334
-183
-2% -$57.5K 0.04% 473
2025
Q4 		$2.28M Sell
7,517
-434
-5% -$131K 0.04% 446
2025
Q3 		$2.37M Sell
7,951
-2,022
-20% -$584K 0.04% 437
2025
Q2 		$2.77M Sell
9,973
-419
-4% -$108K 0.05% 372
2025
Q1 		$2.62M Buy
10,392
+416
+4% +$115K 0.06% 325
2024
Q4 		$2.8M Buy
9,976
+3,178
+47% +$898K 0.07% 301
2024
Q3 		$1.82M Sell
6,798
-617
-8% -$158K 0.05% 353
2024
Q2 		$1.86M Sell
7,415
-752
-9% -$188K 0.05% 354
2024
Q1 		$2.13M Sell
8,167
-1,597
-16% -$392K 0.06% 317
2023
Q4 		$2.36M Buy
9,764
+3,210
+49% +$697K 0.08% 285
2023
Q3 		$1.4M Buy
6,554
+1,396
+27% +$317K 0.05% 344
2023
Q2 		$1.19M Buy
5,158
+20
+0.4% +$4.35K 0.05% 371
2023
Q1 		$1.11M Sell
5,138
-50
-1% -$10.8K 0.05% 389
2022
Q4 		$1.04M Buy
5,188
+156
+3% +$31.9K 0.05% 348
2022
Q3 		$983K Sell
5,032
-197
-4% -$42.3K 0.05% 369
2022
Q2 		$1.03M Sell
5,229
-222
-4% -$48.1K 0.05% 366
2022
Q1 		$1.35M Buy
5,451
+79
+1% +$19.5K 0.06% 354
2021
Q4 		$1.51M Buy
5,372
+2,969
+124% +$851K 0.07% 322
2021
Q3 		$675K Sell
2,403
-34
-1% -$9.73K 0.03% 450
2021
Q2 		$708K Sell
2,437
-108
-4% -$30.2K 0.04% 443
2021
Q1 		$701K Buy
2,545
+290
+13% +$81.7K 0.04% 417
2020
Q4 		$605K Buy
2,255
+1,285
+132% +$311K 0.04% 386
2020
Q3 		$209K Sell
970
-905
-48% -$191K 0.08% 224
2020
Q2 		$374K Buy
1,875
+169
+10% +$30.5K 0.03% 402
2020
Q1 		$256K Buy
1,706
+144
+9% +$26.7K 0.03% 427
2019
Q4 		$310K Buy
1,562
+54
+4% +$10.2K 0.02% 476
2019
Q3 		$275K Buy
1,508
+309
+26% +$57.5K 0.03% 456
2019
Q2 		$225K Sell
1,199
-24
-2% -$4.37K 0.03% 471
2019
Q1 		$225K Buy
+1,223
New +$210K 0.07% 286
2018
Q3 		– Sell
-1,146
Closed -$203K – 459
2018
Q2 		$203K Buy
+1,146
New +$197K 0.03% 427

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Prospera Financial Services's VBK Position: Q2 2026 in Review

Prospera Financial Services increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.93% in Q2 2026, buying an estimated $23.2K and bringing the position to 7,402 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #430.

Prospera Financial Services first reported a position in VBK in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.8M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Prospera Financial Services held 7,402 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.71M as of Q2 2026.
  • Prospera Financial Services bought 68 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $23.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #430 holding.
  • Prospera Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • Prospera Financial Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.8M in Q4 2024.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.