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 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

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prosperitas Financial's VO Position: Q1 2026 in Review

Prosperitas Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.77% in Q1 2026, buying an estimated $77.6K and bringing the position to 137,400 shares worth $9.86M. The position accounts for 3.68% of the portfolio, ranked #10.

Prosperitas Financial first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q3 2025. 2,393 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Prosperitas Financial held 137,400 shares of Vanguard Morningstar Mid-Cap ETF worth $9.86M as of Q1 2026.
Prosperitas Financial bought 1,044 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $77.6K.
Vanguard Morningstar Mid-Cap ETF made up 3.68% of Prosperitas Financial's portfolio in Q1 2026, its #10 holding.
Prosperitas Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Prosperitas Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $10.2M in Q3 2025.
2,393 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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