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Prospera Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Prospera Financial Services’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
7,363
+488
+7% +$74.5K 0.02% 703
2026
Q1 		$951K Buy
6,875
+4,241
+161% +$610K 0.02% 728
2025
Q4 		$372K Sell
2,634
-953
-27% -$133K 0.01% 1055
2025
Q3 		$494K Sell
3,587
-2,655
-43% -$353K 0.01% 938
2025
Q2 		$802K Buy
6,242
+4,322
+225% +$517K 0.01% 732
2025
Q1 		$223K Buy
1,920
+1
+0.1% +$120 0.01% 1094
2024
Q4 		$226K Buy
+1,919
New +$230K 0.01% 1040
2024
Q2 		– Sell
-1,988
Closed -$220K – 1189
2024
Q1 		$220K Buy
+1,988
New +$210K 0.01% 1008
2023
Q3 		– Sell
-6,775
Closed -$657K – 1069
2023
Q2 		$657K Buy
6,775
+1,123
+20% +$105K 0.03% 525
2023
Q1 		$520K Buy
+5,652
New +$512K 0.02% 599
2022
Q3 		– Sell
-752
Closed -$64K – 1573
2022
Q2 		$64K Sell
752
-4,715
-86% -$436K ﹤0.01% 983
2022
Q1 		$554K Sell
5,467
-11
-0.2% -$1.11K 0.02% 571
2021
Q4 		$588K Buy
5,478
+238
+5% +$25.3K 0.03% 526
2021
Q3 		$534K Hold
5,240
– – 0.03% 516
2021
Q2 		$543K Hold
5,240
– – 0.03% 509
2021
Q1 		$509K Buy
5,240
+2,954
+129% +$284K 0.03% 488
2020
Q4 		$211K Buy
2,286
+586
+34% +$50.8K 0.01% 633
2020
Q3 		$137K Buy
+1,700
New +$136K 0.05% 322
2017
Q4 		– Sell
-6,031
Closed -$427K – 450
2017
Q3 		$427K Buy
6,031
+210
+4% +$14.6K 0.07% 263
2017
Q2 		$393K Buy
5,821
+807
+16% +$54K 0.06% 257
2017
Q1 		$327K Hold
5,014
– – 0.06% 253
2016
Q4 		$306K Hold
5,014
– – 0.06% 266
2016
Q3 		$305K Buy
5,014
+459
+10% +$27.7K 0.06% 264
2016
Q2 		$265K Hold
4,555
– – 0.05% 266
2016
Q1 		$263K Buy
+4,555
New +$248K 0.06% 239

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Prospera Financial Services increased its Vanguard Total World Stock ETF (VT) stake by 7.1% in Q2 2026, buying an estimated $74.5K and bringing the position to 7,363 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #703.

Prospera Financial Services first reported a position in VT in Q1 2016 and has held it in 25 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Prospera Financial Services held 7,363 shares of Vanguard Total World Stock ETF worth $1.16M as of Q2 2026.
  • Prospera Financial Services bought 488 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $74.5K.
  • Vanguard Total World Stock ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #703 holding.
  • Prospera Financial Services first reported a position in Vanguard Total World Stock ETF in Q1 2016 and has held it in 25 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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