PF
VTI icon

Prosperitas Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prosperitas Financial’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Hold
745
– – 0.09% 79
2025
Q4 		$250K Hold
745
– – 0.1% 68
2025
Q3 		$244K Hold
745
– – 0.1% 60
2025
Q2 		$226K Hold
745
– – 0.11% 55
2025
Q1 		$205K Hold
745
– – 0.11% 58
2024
Q4 		$216K Hold
745
– – 0.11% 60
2024
Q3 		$211K Buy
+745
New +$203K 0.11% 61

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prosperitas Financial's VTI Position: Q1 2026 in Review

Prosperitas Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 745 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #79.

Prosperitas Financial first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Prosperitas Financial held 745 shares of Vanguard Morningstar Total Stock Market ETF worth $239K as of Q1 2026.
  • Prosperitas Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Prosperitas Financial's portfolio in Q1 2026, its #79 holding.
  • Prosperitas Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Prosperitas Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $250K in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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