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Prospera Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Prospera Financial Services’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.07M Sell
8,926
-4
-0% -$1.33K 0.04% 398
2026
Q1 		$2.67M Sell
8,930
-9
-0.1% -$2.82K 0.04% 424
2025
Q4 		$2.82M Sell
8,939
-795
-8% -$248K 0.05% 396
2025
Q3 		$3M Buy
9,734
+294
+3% +$87.1K 0.05% 368
2025
Q2 		$2.7M Sell
9,440
-1,681
-15% -$443K 0.05% 384
2025
Q1 		$2.86M Sell
11,121
-239
-2% -$64.7K 0.07% 306
2024
Q4 		$3.07M Sell
11,360
-241
-2% -$65.3K 0.07% 281
2024
Q3 		$3.06M Sell
11,601
-1
-0% -$254 0.08% 266
2024
Q2 		$2.9M Sell
11,602
-21
-0.2% -$5.04K 0.08% 264
2024
Q1 		$2.79M Sell
11,623
-55
-0.5% -$12.6K 0.08% 270
2023
Q4 		$2.55M Sell
11,678
-705
-6% -$144K 0.08% 269
2023
Q3 		$2.43M Buy
12,383
+2,431
+24% +$495K 0.09% 235
2023
Q2 		$2.02M Sell
9,952
-134
-1% -$25.7K 0.08% 266
2023
Q1 		$1.89M Buy
10,086
+104
+1% +$18.9K 0.08% 278
2022
Q4 		$1.74M Sell
9,982
-1,492
-13% -$262K 0.09% 253
2022
Q3 		$1.88M Buy
11,474
+2,525
+28% +$459K 0.1% 239
2022
Q2 		$1.54M Sell
8,949
-3,383
-27% -$635K 0.08% 284
2022
Q1 		$2.57M Sell
12,332
-3
-0% -$616 0.11% 229
2021
Q4 		$2.73M Buy
12,335
+790
+7% +$169K 0.12% 206
2021
Q3 		$2.32M Buy
11,545
+204
+2% +$42.2K 0.12% 212
2021
Q2 		$2.28M Sell
11,341
-792
-7% -$155K 0.11% 220
2021
Q1 		$2.25M Sell
12,133
-628
-5% -$114K 0.13% 190
2020
Q4 		$2.25M Buy
12,761
+9,572
+300% +$1.59M 0.15% 163
2020
Q3 		$499K Sell
3,189
-10,495
-77% -$1.62M 0.19% 99
2020
Q2 		$1.96M Sell
13,684
-1,391
-9% -$188K 0.17% 161
2020
Q1 		$1.78M Sell
15,075
-403
-3% -$56.6K 0.19% 128
2019
Q4 		$2.29M Buy
15,478
+933
+6% +$132K 0.18% 140
2019
Q3 		$1.98M Buy
14,545
+11,063
+318% +$1.5M 0.2% 104
2019
Q2 		$473K Buy
+3,482
New +$461K 0.05% 296
2019
Q1 		– Sell
-2,608
Closed -$302K – 444
2018
Q4 		$302K Buy
2,608
+34
+1% +$4.21K 0.06% 279
2018
Q3 		$335K Buy
2,574
+395
+18% +$51.7K 0.06% 288
2018
Q2 		$273K Sell
2,179
-4,068
-65% -$505K 0.04% 369
2018
Q1 		$757K Buy
6,247
+3,985
+176% +$500K 0.11% 178
2017
Q4 		$280K Buy
+2,262
New +$270K 0.04% 325
2016
Q4 		– Sell
-5,850
Closed -$580K – 421
2016
Q3 		$580K Buy
+5,850
New +$579K 0.12% 163

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Prospera Financial Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.04% in Q2 2026, selling an estimated $1.33K and leaving 8,926 shares worth $3.07M. The position accounts for 0.04% of the portfolio, ranked #398.

Prospera Financial Services first reported a position in VV in Q3 2016 and has held it in 35 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Prospera Financial Services held 8,926 shares of Vanguard Morningstar Large-Cap ETF worth $3.07M as of Q2 2026.
  • Prospera Financial Services sold 4 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #398 holding.
  • Prospera Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2016 and has held it in 35 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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