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Prospera Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Prospera Financial Services’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.83M Buy
12,486
+1,362
+12% +$393K 0.06% 345
2026
Q1 		$2.86M Buy
11,124
+766
+7% +$210K 0.05% 404
2025
Q4 		$2.89M Buy
10,358
+896
+9% +$256K 0.05% 383
2025
Q3 		$2.78M Sell
9,462
-56
-0.6% -$16.2K 0.05% 397
2025
Q2 		$2.71M Buy
9,518
+197
+2% +$50.8K 0.05% 381
2025
Q1 		$2.28M Buy
9,321
+4,356
+88% +$1.13M 0.05% 360
2024
Q4 		$1.26M Buy
4,965
+419
+9% +$108K 0.03% 482
2024
Q3 		$1.11M Sell
4,546
-5
-0.1% -$1.16K 0.03% 480
2024
Q2 		$1.05M Buy
4,551
+65
+1% +$14.9K 0.03% 489
2024
Q1 		$1.06M Buy
4,486
+471
+12% +$106K 0.03% 480
2023
Q4 		$882K Buy
4,015
+169
+4% +$33.8K 0.03% 499
2023
Q3 		$750K Buy
3,846
+631
+20% +$129K 0.03% 501
2023
Q2 		$662K Sell
3,215
-103
-3% -$20K 0.03% 524
2023
Q1 		$647K Sell
3,318
-166
-5% -$31.8K 0.03% 537
2022
Q4 		$626K Sell
3,484
-91
-3% -$16.5K 0.03% 476
2022
Q3 		$611K Buy
3,575
+300
+9% +$56.8K 0.03% 478
2022
Q2 		$575K Sell
3,275
-128
-4% -$24.8K 0.03% 485
2022
Q1 		$759K Buy
3,403
+321
+10% +$70.9K 0.03% 487
2021
Q4 		$785K Buy
3,082
+1,942
+170% +$490K 0.03% 458
2021
Q3 		$270K Sell
1,140
-279
-20% -$67.5K 0.01% 688
2021
Q2 		$335K Buy
1,419
+42
+3% +$9.42K 0.02% 631
2021
Q1 		$296K Buy
1,377
+333
+32% +$72.2K 0.02% 620
2020
Q4 		$221K Buy
1,044
+388
+59% +$76.4K 0.02% 625
2020
Q3 		$118K Buy
+656
New +$116K 0.05% 368

Other funds holding VOT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Prospera Financial Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 12% in Q2 2026, buying an estimated $393K and bringing the position to 12,486 shares worth $3.83M. The position accounts for 0.06% of the portfolio, ranked #345.

Prospera Financial Services first reported a position in VOT in Q3 2020 and has held it in 24 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Prospera Financial Services held 12,486 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.83M as of Q2 2026.
  • Prospera Financial Services bought 1,362 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $393K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #345 holding.
  • Prospera Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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