Prosperitas Financial
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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
Q3 		$10.8M Sell
137,909
-1,648
-1% -$134K 3.26% 11
2026
Q2 		$11.2M Buy
139,557
+2,157
+2% +$167K 3.6% 11
2026
Q1 		$9.9M Buy
137,400
+1,044
+0.8% +$77.6K 3.68% 10
2025
Q4 		$9.9M 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 		$9.7M 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prosperitas Financial's VO Position: Q3 2026 in Review

Prosperitas Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q3 2026, selling an estimated $134K and leaving 137,909 shares worth $10.8M. The position accounts for 3.26% of the portfolio, ranked #11.

Prosperitas Financial first reported a position in VO in Q3 2023 and has held it in 13 quarters since. The position peaked at $11.2M in Q2 2026. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Prosperitas Financial held 137,909 shares of Vanguard Morningstar Mid-Cap ETF worth $10.8M as of Q3 2026.
  • Prosperitas Financial sold 1,648 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $134K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.26% of Prosperitas Financial's portfolio in Q3 2026, its #11 holding.
  • Prosperitas Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 13 quarters since.
  • Prosperitas Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $11.2M in Q2 2026.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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