Prosperitas Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Prosperitas Financial’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$519K	Buy	1,981 +791	+66%	+$214K	0.19%	50
2025 Q4	$307K	Sell	1,190 -185	-13%	-$47.4K	0.12%	61
2025 Q3	$350K	Sell	1,375 -74	-5%	-$18.4K	0.15%	49
2025 Q2	$343K	Sell	1,449 -33,195	-96%	-$7.41M	0.16%	44
2025 Q1	$7.68M	Buy	34,644 +5,387	+18%	+$1.29M	3.97%	9
2024 Q4	$7.03M	Buy	29,257 +543	+2%	+$134K	3.56%	11
2024 Q3	$6.81M	Buy	28,714 +10,017	+54%	+$2.28M	3.67%	11
2024 Q2	$4.08M	Sell	18,697 -263	-1%	-$57.8K	2.49%	14
2024 Q1	$4.33M	Buy	18,960 +682	+4%	+$147K	2.78%	13
2023 Q4	$3.9M	Buy	18,278 +1,100	+6%	+$212K	2.87%	10
2023 Q3	$3.25M	Buy	+17,178	New	+$3.42M	2.52%	12

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Prosperitas Financial's VB Position: Q1 2026 in Review

Prosperitas Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 66% in Q1 2026, buying an estimated $214K and bringing the position to 1,981 shares worth $519K. The position accounts for 0.19% of the portfolio, ranked #50.

Prosperitas Financial first reported a position in VB in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.68M in Q1 2025. 2,394 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Prosperitas Financial held 1,981 shares of Vanguard Morningstar Small-Cap ETF worth $519K as of Q1 2026.
Prosperitas Financial bought 791 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $214K.
Vanguard Morningstar Small-Cap ETF made up 0.19% of Prosperitas Financial's portfolio in Q1 2026, its #50 holding.
Prosperitas Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Prosperitas Financial's Vanguard Morningstar Small-Cap ETF position peaked at $7.68M in Q1 2025.
2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.