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Prospera Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Prospera Financial Services’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.4M Sell
399,200
-28,270
-7% -$2.38M 0.5% 35
2026
Q1 		$31.1M Sell
427,470
-17,940
-4% -$1.4M 0.5% 33
2025
Q4 		$36.2M Buy
445,410
+5,922
+1% +$481K 0.59% 28
2025
Q3 		$35.2M Sell
439,488
-19,686
-4% -$1.5M 0.6% 28
2025
Q2 		$33.6M Buy
459,174
+106,530
+30% +$7.01M 0.63% 27
2025
Q1 		$21.8M Buy
352,644
+17,028
+5% +$1.15M 0.5% 38
2024
Q4 		$23M Buy
335,616
+24,168
+8% +$1.62M 0.54% 32
2024
Q3 		$19.9M Sell
311,448
-25,410
-8% -$1.57M 0.51% 43
2024
Q2 		$21M Sell
336,858
-22,980
-6% -$1.34M 0.58% 28
2024
Q1 		$20.7M Sell
359,838
-33,492
-9% -$1.84M 0.62% 26
2023
Q4 		$20.4M Buy
393,330
+53,106
+16% +$2.56M 0.67% 25
2023
Q3 		$15.4M Buy
340,224
+43,470
+15% +$2.05M 0.6% 31
2023
Q2 		$14M Sell
296,754
-103,770
-26% -$4.5M 0.54% 34
2023
Q1 		$16.7M Buy
400,524
+223,350
+126% +$8.69M 0.68% 22
2022
Q4 		$6.29M Buy
177,174
+1,752
+1% +$64.5K 0.32% 75
2022
Q3 		$6.26M Buy
175,422
+109,188
+165% +$4.39M 0.33% 67
2022
Q2 		$2.46M Sell
66,234
-3,006
-4% -$123K 0.13% 207
2022
Q1 		$3.32M Sell
69,240
-8,562
-11% -$405K 0.14% 179
2021
Q4 		$4.16M Buy
77,802
+2,286
+3% +$119K 0.18% 131
2021
Q3 		$3.65M Buy
75,516
+5,376
+8% +$268K 0.18% 138
2021
Q2 		$3.35M Sell
70,140
-600
-0.8% -$27.2K 0.17% 154
2021
Q1 		$3.03M Sell
70,740
-7,002
-9% -$300K 0.18% 140
2020
Q4 		$3.28M Buy
77,742
+61,872
+390% +$2.47M 0.23% 99
2020
Q3 		$602K Sell
15,870
-51,822
-77% -$1.91M 0.23% 79
2020
Q2 		$2.28M Buy
67,692
+1,116
+2% +$34.3K 0.2% 126
2020
Q1 		$1.74M Buy
66,576
+11,694
+21% +$350K 0.18% 135
2019
Q4 		$1.67M Buy
54,882
+6,558
+14% +$189K 0.13% 197
2019
Q3 		$1.34M Buy
48,324
+19,896
+70% +$552K 0.14% 155
2019
Q2 		$783K Buy
+28,428
New +$759K 0.09% 203
2019
Q1 		– Sell
-11,886
Closed -$268K – 443
2018
Q4 		$268K Buy
11,886
+390
+3% +$9.45K 0.05% 310
2018
Q3 		$303K Sell
11,496
-3,696
-24% -$96.7K 0.06% 309
2018
Q2 		$381K Sell
15,192
-1,656
-10% -$40.6K 0.05% 294
2018
Q1 		$398K Buy
16,848
+984
+6% +$24K 0.06% 281
2017
Q4 		$379K Buy
15,864
+1,140
+8% +$26.2K 0.06% 268
2017
Q3 		$327K Buy
14,724
+4,944
+51% +$107K 0.05% 306
2017
Q2 		$205K Sell
9,780
-1,548
-14% -$32.4K 0.03% 390
2017
Q1 		$229K Buy
+11,328
New +$223K 0.04% 316

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Prospera Financial Services reduced its Vanguard Growth ETF (VUG) stake by 6.6% in Q2 2026, selling an estimated $2.38M and leaving 399,200 shares worth $34.4M. The position accounts for 0.5% of the portfolio, ranked #35.

Prospera Financial Services first reported a position in VUG in Q1 2017 and has held it in 37 quarters since. The position peaked at $36.2M in Q4 2025. 757 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Prospera Financial Services held 399,200 shares of Vanguard Growth ETF worth $34.4M as of Q2 2026.
  • Prospera Financial Services sold 28,270 Vanguard Growth ETF shares in Q2 2026, an estimated $2.38M.
  • Vanguard Growth ETF made up 0.5% of Prospera Financial Services's portfolio in Q2 2026, its #35 holding.
  • Prospera Financial Services first reported a position in Vanguard Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • Prospera Financial Services's Vanguard Growth ETF position peaked at $36.2M in Q4 2025.
  • 757 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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