Prospera Financial Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Prospera Financial Services’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Sell	2,750 -11	-0.4%	-$1.4K	0.01%	1156
2026 Q1	$317K	Sell	2,761 -140	-5%	-$16.4K	0.01%	1187
2025 Q4	$322K	Buy	+2,901	New	+$323K	0.01%	1125
2022 Q3	–	Sell	-1,108	Closed	-$94K	–	1565
2022 Q2	$94K	Sell	1,108 -438	-28%	-$40K	﹤0.01%	910
2022 Q1	$153K	Buy	+1,546	New	+$153K	0.01%	966
2020 Q4	–	Sell	-328	Closed	-$21K	–	1543
2020 Q3	$21K	Buy	+328	New	+$21.6K	0.01%	889

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Prospera Financial Services reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.4% in Q2 2026, selling an estimated $1.4K and leaving 2,750 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1156.

Prospera Financial Services first reported a position in VIOO in Q3 2020 and has held it in 6 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Prospera Financial Services held 2,750 shares of Vanguard S&P Small-Cap 600 ETF worth $378K as of Q2 2026.
Prospera Financial Services sold 11 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $1.4K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1156 holding.
Prospera Financial Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2020 and has held it in 6 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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