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Prosperitas Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Prosperitas Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
139,557
+2,157
+2% +$167K 3.6% 11
2026
Q1 		$9.86M Buy
137,400
+1,044
+0.8% +$77.6K 3.68% 10
2025
Q4 		$9.89M Sell
136,356
-2,880
-2% -$210K 3.85% 11
2025
Q3 		$10.2M Buy
139,236
+756
+0.5% +$54.3K 4.24% 9
2025
Q2 		$9.69M Buy
138,480
+848
+0.6% +$55.7K 4.55% 9
2025
Q1 		$8.9M Buy
137,632
+4,632
+3% +$311K 4.6% 6
2024
Q4 		$8.78M Buy
133,000
+2,284
+2% +$155K 4.44% 6
2024
Q3 		$8.62M Buy
130,716
+6,944
+6% +$436K 4.64% 6
2024
Q2 		$7.49M Sell
123,772
-1,572
-1% -$95.5K 4.57% 6
2024
Q1 		$7.83M Buy
125,344
+13,996
+13% +$827K 5.02% 5
2023
Q4 		$6.48M Buy
111,348
+6,908
+7% +$369K 4.77% 6
2023
Q3 		$5.44M Buy
+104,440
New +$5.73M 4.22% 8

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prosperitas Financial's VO Position: Q2 2026 in Review

Prosperitas Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, buying an estimated $167K and bringing the position to 139,557 shares worth $11.2M. The position accounts for 3.6% of the portfolio, ranked #11.

Prosperitas Financial first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Prosperitas Financial held 139,557 shares of Vanguard Morningstar Mid-Cap ETF worth $11.2M as of Q2 2026.
  • Prosperitas Financial bought 2,157 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $167K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.6% of Prosperitas Financial's portfolio in Q2 2026, its #11 holding.
  • Prosperitas Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.