Prosperitas Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Prosperitas Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.8M	Buy	19,669 +93	+0.5%	+$58.2K	4.38%	4
2025 Q4	$12.3M	Buy	19,576 +90	+0.5%	+$55.9K	4.77%	5
2025 Q3	$11.9M	Sell	19,486 -47	-0.2%	-$27.7K	4.95%	4
2025 Q2	$11.1M	Buy	19,533 +91	+0.5%	+$47.8K	5.21%	4
2025 Q1	$9.99M	Sell	19,442 -1,542	-7%	-$834K	5.17%	4
2024 Q4	$11.3M	Buy	20,984 +508	+2%	+$275K	5.72%	3
2024 Q3	$10.8M	Buy	20,476 +5,005	+32%	+$2.54M	5.81%	2
2024 Q2	$7.74M	Sell	15,471 -183	-1%	-$88.1K	4.72%	5
2024 Q1	$7.52M	Buy	15,654 +968	+7%	+$443K	4.82%	6
2023 Q4	$6.41M	Sell	14,686 -242	-2%	-$99.1K	4.72%	7
2023 Q3	$5.86M	Buy	+14,928	New	+$6.1M	4.55%	6

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Prosperitas Financial's VOO Position: Q1 2026 in Review

Prosperitas Financial increased its Vanguard S&P 500 ETF (VOO) stake by 0.48% in Q1 2026, buying an estimated $58.2K and bringing the position to 19,669 shares worth $11.8M. The position accounts for 4.38% of the portfolio, ranked #4.

Prosperitas Financial first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q4 2025. 3,844 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Prosperitas Financial held 19,669 shares of Vanguard S&P 500 ETF worth $11.8M as of Q1 2026.
Prosperitas Financial bought 93 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $58.2K.
Vanguard S&P 500 ETF made up 4.38% of Prosperitas Financial's portfolio in Q1 2026, its #4 holding.
Prosperitas Financial first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Prosperitas Financial's Vanguard S&P 500 ETF position peaked at $12.3M in Q4 2025.
3,844 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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