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Prospera Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Prospera Financial Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31M Buy
83,642
+3,948
+5% +$1.41M 0.45% 43
2026
Q1 		$25.6M Sell
79,694
-9,956
-11% -$3.34M 0.41% 47
2025
Q4 		$30.1M Buy
89,650
+3,703
+4% +$1.23M 0.49% 34
2025
Q3 		$28.2M Buy
85,947
+3,261
+4% +$1.03M 0.48% 36
2025
Q2 		$25.1M Sell
82,686
-624
-0.7% -$176K 0.47% 41
2025
Q1 		$22.9M Buy
83,310
+6,158
+8% +$1.79M 0.53% 35
2024
Q4 		$22.4M Buy
77,152
+3,290
+4% +$960K 0.52% 34
2024
Q3 		$20.9M Buy
73,862
+18,968
+35% +$5.17M 0.53% 39
2024
Q2 		$14.7M Buy
54,894
+10,782
+24% +$2.79M 0.41% 49
2024
Q1 		$11.5M Buy
44,112
+4,120
+10% +$1.02M 0.34% 61
2023
Q4 		$9.49M Sell
39,992
-1,631
-4% -$361K 0.31% 64
2023
Q3 		$8.85M Buy
41,623
+5,531
+15% +$1.22M 0.34% 62
2023
Q2 		$7.96M Sell
36,092
-7,451
-17% -$1.55M 0.3% 70
2023
Q1 		$8.89M Sell
43,543
-898
-2% -$180K 0.37% 55
2022
Q4 		$8.5M Buy
44,441
+1,787
+4% +$344K 0.43% 49
2022
Q3 		$7.66M Buy
42,654
+6,135
+17% +$1.22M 0.4% 44
2022
Q2 		$6.89M Sell
36,519
-208
-0.6% -$42.7K 0.35% 47
2022
Q1 		$8.37M Buy
36,727
+665
+2% +$150K 0.35% 42
2021
Q4 		$8.71M Buy
36,062
+1,775
+5% +$419K 0.38% 46
2021
Q3 		$7.62M Sell
34,287
-4,756
-12% -$1.08M 0.38% 42
2021
Q2 		$8.71M Buy
39,043
+1,129
+3% +$245K 0.44% 34
2021
Q1 		$7.84M Buy
37,914
+23,132
+156% +$4.68M 0.47% 28
2020
Q4 		$2.88M Buy
14,782
+14,528
+5,720% +$2.66M 0.2% 121
2020
Q3 		$43K Sell
254
-14,057
-98% -$2.36M 0.02% 675
2020
Q2 		$2.24M Sell
14,311
-771
-5% -$114K 0.2% 130
2020
Q1 		$1.94M Sell
15,082
-3,262
-18% -$504K 0.21% 121
2019
Q4 		$3M Buy
18,344
+861
+5% +$135K 0.23% 94
2019
Q3 		$2.64M Sell
17,483
-1,441
-8% -$217K 0.27% 74
2019
Q2 		$2.86M Buy
18,924
+612
+3% +$90.1K 0.32% 59
2019
Q1 		$2.7M Buy
18,312
+3,966
+28% +$553K 0.89% 25
2018
Q4 		$1.84M Buy
14,346
+3,504
+32% +$484K 0.37% 63
2018
Q3 		$1.56M Sell
10,842
-3,223
-23% -$474K 0.29% 79
2018
Q2 		$1.98M Buy
14,065
+1,386
+11% +$193K 0.27% 72
2018
Q1 		$1.72M Buy
12,679
+1,123
+10% +$157K 0.24% 91
2017
Q4 		$1.6M Buy
11,556
+1,455
+14% +$195K 0.25% 91
2017
Q3 		$1.32M Buy
10,101
+772
+8% +$97.8K 0.2% 107
2017
Q2 		$1.16M Buy
9,329
+5,799
+164% +$715K 0.19% 114
2017
Q1 		$427K Sell
3,530
-1,850
-34% -$222K 0.08% 213
2016
Q4 		$623K Sell
5,380
-256
-5% -$28.8K 0.12% 152
2016
Q3 		$628K Sell
5,636
-5
-0.1% -$555 0.13% 146
2016
Q2 		$604K Sell
5,641
-324
-5% -$34.3K 0.12% 139
2016
Q1 		$625K Buy
5,965
+1,508
+34% +$150K 0.14% 120
2015
Q4 		$465K Buy
4,457
+1,264
+40% +$133K 0.1% 140
2015
Q3 		$315K Sell
3,193
-16,769
-84% -$1.76M 0.08% 179
2015
Q2 		$2.14M Buy
19,962
+347
+2% +$37.9K 0.51% 45
2015
Q1 		$2.1M Buy
19,615
+11,737
+149% +$1.25M 0.47% 40
2014
Q4 		$835K Buy
7,878
+3,568
+83% +$369K 0.21% 74
2014
Q3 		$436K Buy
4,310
+156
+4% +$15.9K 0.12% 142
2014
Q2 		$423K Sell
4,154
-414
-9% -$40.8K 0.11% 140
2014
Q1 		$445K Buy
4,568
+385
+9% +$36.9K 0.14% 111
2013
Q4 		$401K Buy
4,183
+1,368
+49% +$126K 0.13% 125
2013
Q3 		$249K Buy
+2,815
New +$245K 0.09% 181

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

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

Prospera Financial Services increased its Vanguard Total Stock Market ETF (VTI) stake by 5% in Q2 2026, buying an estimated $1.41M and bringing the position to 83,642 shares worth $31M. The position accounts for 0.45% of the portfolio, ranked #43.

Prospera Financial Services first reported a position in VTI in Q3 2013 and has held it in 52 quarters since. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Prospera Financial Services held 83,642 shares of Vanguard Total Stock Market ETF worth $31M as of Q2 2026.
  • Prospera Financial Services bought 3,948 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.41M.
  • Vanguard Total Stock Market ETF made up 0.45% of Prospera Financial Services's portfolio in Q2 2026, its #43 holding.
  • Prospera Financial Services first reported a position in Vanguard Total Stock Market ETF in Q3 2013 and has held it in 52 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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