PFS
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Prospera Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Prospera Financial Services’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.9M Sell
56,586
-376
-0.7% -$251K 0.57% 26
2026
Q1 		$34.1M Buy
56,962
+3,159
+6% +$1.98M 0.55% 30
2025
Q4 		$33.8M Buy
53,803
+5,605
+12% +$3.48M 0.55% 30
2025
Q3 		$29.6M Buy
48,198
+210
+0.4% +$124K 0.5% 34
2025
Q2 		$27.3M Sell
47,988
-15,627
-25% -$8.21M 0.51% 38
2025
Q1 		$32.7M Buy
63,615
+21,159
+50% +$11.4M 0.75% 23
2024
Q4 		$22.9M Buy
42,456
+9,417
+29% +$5.1M 0.53% 33
2024
Q3 		$17.4M Buy
33,039
+2,761
+9% +$1.4M 0.45% 51
2024
Q2 		$15.2M Sell
30,278
-4,634
-13% -$2.23M 0.42% 48
2024
Q1 		$16.8M Sell
34,912
-6,248
-15% -$2.86M 0.5% 34
2023
Q4 		$18M Buy
41,160
+24,362
+145% +$9.97M 0.6% 30
2023
Q3 		$6.6M Buy
16,798
+33
+0.2% +$13.5K 0.26% 87
2023
Q2 		$6.83M Buy
16,765
+1,370
+9% +$529K 0.26% 88
2023
Q1 		$5.79M Buy
15,395
+2,185
+17% +$801K 0.24% 107
2022
Q4 		$4.64M Buy
13,210
+1,480
+13% +$523K 0.23% 105
2022
Q3 		$3.85M Sell
11,730
-2,159
-16% -$789K 0.2% 124
2022
Q2 		$4.82M Sell
13,889
-4,373
-24% -$1.65M 0.25% 92
2022
Q1 		$7.58M Buy
18,262
+8,422
+86% +$3.45M 0.32% 52
2021
Q4 		$4.3M Buy
9,840
+1,625
+20% +$686K 0.19% 123
2021
Q3 		$3.24M Buy
8,215
+218
+3% +$88.4K 0.16% 165
2021
Q2 		$3.15M Buy
7,997
+2,108
+36% +$809K 0.16% 170
2021
Q1 		$2.15M Buy
5,889
+460
+8% +$163K 0.13% 199
2020
Q4 		$1.87M Buy
+5,429
New +$1.77M 0.13% 198
2020
Q3 		– Sell
-2,934
Closed -$832K – 1707
2020
Q2 		$832K Sell
2,934
-1,910
-39% -$514K 0.07% 267
2020
Q1 		$1.15M Buy
4,844
+2,324
+92% +$651K 0.12% 191
2019
Q4 		$745K Buy
2,520
+132
+6% +$37.3K 0.06% 301
2019
Q3 		$651K Buy
2,388
+31
+1% +$8.41K 0.07% 244
2019
Q2 		$644K Buy
2,357
+324
+16% +$85.7K 0.07% 237
2019
Q1 		$539K Buy
2,033
+744
+58% +$186K 0.18% 159
2018
Q4 		$299K Buy
1,289
+64
+5% +$15.9K 0.06% 282
2018
Q3 		$326K Sell
1,225
-1,134
-48% -$297K 0.06% 293
2018
Q2 		$592K Sell
2,359
-1,659
-41% -$412K 0.08% 204
2018
Q1 		$973K Sell
4,018
-2,364
-37% -$593K 0.14% 144
2017
Q4 		$1.59M Sell
6,382
-130
-2% -$31.1K 0.24% 92
2017
Q3 		$1.51M Sell
6,512
-131
-2% -$29.7K 0.23% 91
2017
Q2 		$1.47M Sell
6,643
-385
-5% -$84.7K 0.24% 94
2017
Q1 		$1.51M Buy
7,028
+441
+7% +$94.1K 0.27% 73
2016
Q4 		$1.37M Buy
6,587
+3,506
+114% +$704K 0.27% 67
2016
Q3 		$612K Hold
3,081
– – 0.12% 151
2016
Q2 		$592K Buy
3,081
+63
+2% +$12K 0.12% 142
2016
Q1 		$569K Buy
3,018
+593
+24% +$106K 0.13% 128
2015
Q4 		$453K Buy
2,425
+414
+21% +$77.9K 0.1% 143
2015
Q3 		$353K Buy
2,011
+35
+2% +$6.51K 0.09% 160
2015
Q2 		$373K Buy
1,976
+51
+3% +$9.83K 0.09% 169
2015
Q1 		$364K Hold
1,925
– – 0.08% 180
2014
Q4 		$363K Hold
1,925
– – 0.09% 184
2014
Q3 		$348K Hold
1,925
– – 0.09% 172
2014
Q2 		$345K Buy
1,925
+175
+10% +$30.5K 0.09% 179
2014
Q1 		$300K Buy
1,750
+25
+1% +$4.2K 0.09% 168
2013
Q4 		$292K Sell
1,725
-163
-9% -$26.4K 0.1% 169
2013
Q3 		$293K Buy
1,888
+100
+6% +$15.4K 0.11% 155
2013
Q2 		$264K Buy
+1,788
New +$264K 0.12% 168

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

Prospera Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 0.66% in Q2 2026, selling an estimated $251K and leaving 56,586 shares worth $38.9M. The position accounts for 0.57% of the portfolio, ranked #26.

Prospera Financial Services first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. 757 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Prospera Financial Services held 56,586 shares of Vanguard S&P 500 ETF worth $38.9M as of Q2 2026.
  • Prospera Financial Services sold 376 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $251K.
  • Vanguard S&P 500 ETF made up 0.57% of Prospera Financial Services's portfolio in Q2 2026, its #26 holding.
  • Prospera Financial Services first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • 757 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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