Prosperitas Financial
VOO icon

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
Q3 		$13.7M Sell
19,545
-271
-1% -$189K 4.13% 6
2026
Q2 		$13.6M Buy
19,816
+147
+0.7% +$98K 4.36% 5
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 		$10M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Prosperitas Financial's VOO Position: Q3 2026 in Review

Prosperitas Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q3 2026, selling an estimated $189K and leaving 19,545 shares worth $13.7M. The position accounts for 4.13% of the portfolio, ranked #6.

Prosperitas Financial first reported a position in VOO in Q3 2023 and has held it in 13 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Prosperitas Financial held 19,545 shares of Vanguard S&P 500 ETF worth $13.7M as of Q3 2026.
  • Prosperitas Financial sold 271 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $189K.
  • Vanguard S&P 500 ETF made up 4.13% of Prosperitas Financial's portfolio in Q3 2026, its #6 holding.
  • Prosperitas Financial first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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