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 Q3	$694K	Buy	2,441 +449	+23%	+$134K	0.21%	51
2026 Q2	$604K	Buy	1,992 +11	+0.6%	+$3.15K	0.19%	49
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prosperitas Financial's VB Position: Q3 2026 in Review

Prosperitas Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q3 2026, buying an estimated $134K and bringing the position to 2,441 shares worth $694K. The position accounts for 0.21% of the portfolio, ranked #51.

Prosperitas Financial first reported a position in VB in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.68M in Q1 2025. 2,189 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Prosperitas Financial held 2,441 shares of Vanguard Morningstar Small-Cap ETF worth $694K as of Q3 2026.
Prosperitas Financial bought 449 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $134K.
Vanguard Morningstar Small-Cap ETF made up 0.21% of Prosperitas Financial's portfolio in Q3 2026, its #51 holding.
Prosperitas Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 13 quarters since.
Prosperitas Financial's Vanguard Morningstar Small-Cap ETF position peaked at $7.68M in Q1 2025.
2,189 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.