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Prospera Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Prospera Financial Services’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Sell
11,827
-489
-4% -$94.6K 0.03% 476
2026
Q1 		$2.27M Buy
12,316
+1,577
+15% +$295K 0.04% 466
2025
Q4 		$1.91M Sell
10,739
-955
-8% -$167K 0.03% 491
2025
Q3 		$2.04M Sell
11,694
-1,396
-11% -$238K 0.03% 468
2025
Q2 		$2.15M Buy
13,090
+1,345
+11% +$213K 0.04% 448
2025
Q1 		$1.89M Buy
11,745
+183
+2% +$29.9K 0.04% 399
2024
Q4 		$1.87M Buy
11,562
+967
+9% +$163K 0.04% 385
2024
Q3 		$1.78M Buy
10,595
+1,253
+13% +$199K 0.05% 357
2024
Q2 		$1.41M Sell
9,342
-39
-0.4% -$5.92K 0.04% 415
2024
Q1 		$1.46M Buy
9,381
+160
+2% +$23.5K 0.04% 401
2023
Q4 		$1.34M Sell
9,221
-7
-0.1% -$940 0.04% 394
2023
Q3 		$1.21M Sell
9,228
-259
-3% -$35.9K 0.05% 382
2023
Q2 		$1.31M Sell
9,487
-3,337
-26% -$445K 0.05% 349
2023
Q1 		$1.72M Sell
12,824
-93
-0.7% -$12.9K 0.07% 291
2022
Q4 		$1.75M Sell
12,917
-509
-4% -$68.3K 0.09% 251
2022
Q3 		$1.64M Buy
13,426
+2,786
+26% +$377K 0.09% 265
2022
Q2 		$1.38M Sell
10,640
-2,199
-17% -$311K 0.07% 306
2022
Q1 		$1.92M Buy
12,839
+2,221
+21% +$327K 0.08% 280
2021
Q4 		$1.6M Buy
10,618
+4,884
+85% +$717K 0.07% 311
2021
Q3 		$802K Buy
5,734
+389
+7% +$55.3K 0.04% 414
2021
Q2 		$751K Buy
5,345
+954
+22% +$135K 0.04% 431
2021
Q1 		$593K Buy
4,391
+432
+11% +$55.3K 0.04% 449
2020
Q4 		$472K Buy
+3,959
New +$443K 0.03% 432
2020
Q3 		– Sell
-3,818
Closed -$365K – 1706
2020
Q2 		$365K Buy
3,818
+819
+27% +$75.1K 0.03% 407
2020
Q1 		$244K Buy
2,999
+532
+22% +$57.3K 0.03% 439
2019
Q4 		$294K Buy
2,467
+588
+31% +$67.8K 0.02% 486
2019
Q3 		$212K Buy
+1,879
New +$209K 0.02% 504
2018
Q4 		– Sell
-7,643
Closed -$858K – 443
2018
Q3 		$858K Sell
7,643
-6,237
-45% -$709K 0.16% 143
2018
Q2 		$1.54M Sell
13,880
-4,678
-25% -$518K 0.21% 104
2018
Q1 		$2.04M Sell
18,558
-3,985
-18% -$448K 0.28% 70
2017
Q4 		$2.55M Sell
22,543
-493
-2% -$53.4K 0.39% 53
2017
Q3 		$2.46M Sell
23,036
-3,088
-12% -$321K 0.37% 54
2017
Q2 		$2.67M Sell
26,124
-5,534
-17% -$566K 0.43% 44
2017
Q1 		$3.19M Buy
31,658
+675
+2% +$68K 0.58% 35
2016
Q4 		$3.06M Sell
30,983
-612
-2% -$58K 0.6% 28
2016
Q3 		$2.96M Sell
31,595
-287
-0.9% -$26.6K 0.59% 23
2016
Q2 		$2.84M Sell
31,882
-1,114
-3% -$98K 0.59% 32
2016
Q1 		$2.88M Buy
32,996
+1,795
+6% +$146K 0.64% 26
2015
Q4 		$2.68M Buy
31,201
+263
+0.9% +$23K 0.59% 29
2015
Q3 		$2.58M Buy
30,938
+1,430
+5% +$127K 0.65% 23
2015
Q2 		$2.67M Sell
29,508
-2,347
-7% -$217K 0.64% 35
2015
Q1 		$2.93M Buy
31,855
+174
+0.5% +$15.7K 0.65% 29
2014
Q4 		$2.83M Buy
31,681
+1,178
+4% +$103K 0.71% 28
2014
Q3 		$2.59M Buy
30,503
+209
+0.7% +$18.1K 0.7% 26
2014
Q2 		$2.63M Buy
30,294
+2,766
+10% +$232K 0.71% 29
2014
Q1 		$2.28M Buy
27,528
+1,870
+7% +$150K 0.72% 25
2013
Q4 		$2.05M Buy
25,658
+11,947
+87% +$922K 0.69% 33
2013
Q3 		$1.01M Buy
13,711
+9,822
+253% +$709K 0.38% 60
2013
Q2 		$270K Buy
+3,889
New +$267K 0.13% 164

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Prospera Financial Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4% in Q2 2026, selling an estimated $94.6K and leaving 11,827 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #476.

Prospera Financial Services first reported a position in VOE in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.19M in Q1 2017. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Prospera Financial Services held 11,827 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.34M as of Q2 2026.
  • Prospera Financial Services sold 489 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $94.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #476 holding.
  • Prospera Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2013 and has held it in 49 quarters since.
  • Prospera Financial Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $3.19M in Q1 2017.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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