Prospera Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.7M | Buy |
220,163
+7,959
| +4% | +$617K | 0.26% | 80 |
|
|
2026
Q1 | $15.3M | Buy |
212,204
+1,292
| +0.6% | +$96K | 0.25% | 86 |
|
|
2025
Q4 | $15.3M | Buy |
210,912
+34,568
| +20% | +$2.51M | 0.25% | 83 |
|
|
2025
Q3 | $13M | Sell |
176,344
-1,076
| -0.6% | -$77.3K | 0.22% | 99 |
|
|
2025
Q2 | $12.4M | Buy |
177,420
+50,968
| +40% | +$3.35M | 0.23% | 97 |
|
|
2025
Q1 | $8.18M | Sell |
126,452
-13,916
| -10% | -$934K | 0.19% | 123 |
|
|
2024
Q4 | $9.28M | Buy |
140,368
+1,800
| +1% | +$122K | 0.22% | 105 |
|
|
2024
Q3 | $9.15M | Sell |
138,568
-2,556
| -2% | -$160K | 0.23% | 93 |
|
|
2024
Q2 | $8.55M | Buy |
141,124
+2,684
| +2% | +$163K | 0.24% | 94 |
|
|
2024
Q1 | $8.65M | Buy |
138,440
+10,880
| +9% | +$643K | 0.26% | 84 |
|
|
2023
Q4 | $7.42M | Buy |
127,560
+8,864
| +7% | +$474K | 0.25% | 91 |
|
|
2023
Q3 | $6.18M | Buy |
118,696
+7,412
| +7% | +$406K | 0.24% | 97 |
|
|
2023
Q2 | $6.13M | Buy |
111,284
+1,180
| +1% | +$61.9K | 0.23% | 99 |
|
|
2023
Q1 | $5.81M | Buy |
110,104
+3,108
| +3% | +$165K | 0.24% | 106 |
|
|
2022
Q4 | $5.45M | Sell |
106,996
-3,500
| -3% | -$178K | 0.27% | 89 |
|
|
2022
Q3 | $5.2M | Sell |
110,496
-952
| -0.9% | -$49.8K | 0.27% | 83 |
|
|
2022
Q2 | $5.49M | Sell |
111,448
-1,320
| -1% | -$71.3K | 0.28% | 75 |
|
|
2022
Q1 | $6.71M | Buy |
112,768
+17,224
| +18% | +$1.01M | 0.28% | 71 |
|
|
2021
Q4 | $6.09M | Buy |
95,544
+19,112
| +25% | +$1.2M | 0.26% | 85 |
|
|
2021
Q3 | $4.53M | Buy |
76,432
+5,708
| +8% | +$345K | 0.23% | 104 |
|
|
2021
Q2 | $4.2M | Buy |
70,724
+8,828
| +14% | +$512K | 0.21% | 117 |
|
|
2021
Q1 | $3.43M | Buy |
61,896
+12,788
| +26% | +$694K | 0.2% | 119 |
|
|
2020
Q4 | $2.54M | Buy |
49,108
+47,188
| +2,458% | +$2.28M | 0.18% | 142 |
|
|
2020
Q3 | $85K | Sell |
1,920
-34,800
| -95% | -$1.52M | 0.03% | 454 |
|
|
2020
Q2 | $1.5M | Sell |
36,720
-2,524
| -6% | -$96.7K | 0.13% | 194 |
|
|
2020
Q1 | $1.29M | Sell |
39,244
-2,824
| -7% | -$117K | 0.14% | 179 |
|
|
2019
Q4 | $1.87M | Buy |
42,068
+1,736
| +4% | +$74.5K | 0.14% | 180 |
|
|
2019
Q3 | $1.69M | Buy |
40,332
+30,816
| +324% | +$1.29M | 0.17% | 121 |
|
|
2019
Q2 | $400K | Sell |
9,516
-1,920
| -17% | -$78.6K | 0.04% | 332 |
|
|
2019
Q1 | $471K | Buy |
+11,436
| New | +$440K | 0.16% | 178 |
|
|
2018
Q2 | – | Sell |
-11,140
| Closed | -$429K | – | 475 |
|
|
2018
Q1 | $429K | Buy |
+11,140
| New | +$439K | 0.06% | 266 |
|
|
2016
Q4 | – | Sell |
-8,000
| Closed | -$259K | – | 420 |
|
|
2016
Q3 | $259K | Buy |
+8,000
| New | +$257K | 0.05% | 297 |
|
Other funds holding VO
Prospera Financial Services's VO Position: Q2 2026 in Review
Prospera Financial Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.8% in Q2 2026, buying an estimated $617K and bringing the position to 220,163 shares worth $17.7M. The position accounts for 0.26% of the portfolio, ranked #80.
Prospera Financial Services first reported a position in VO in Q3 2016 and has held it in 32 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Prospera Financial Services held 220,163 shares of Vanguard Morningstar Mid-Cap ETF worth $17.7M as of Q2 2026.
- Prospera Financial Services bought 7,959 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $617K.
- Vanguard Morningstar Mid-Cap ETF made up 0.26% of Prospera Financial Services's portfolio in Q2 2026, its #80 holding.
- Prospera Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and has held it in 32 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.