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Prosperity Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Prosperity Capital Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7M Buy
51,773
+3,856
+8% +$1.11M 0.77% 27
2026
Q1 		$12.6M Buy
47,917
+2,725
+6% +$737K 0.71% 31
2025
Q4 		$11.7M Sell
45,192
-3,737
-8% -$957K 0.7% 32
2025
Q3 		$12.4M Buy
48,929
+10,026
+26% +$2.49M 0.72% 28
2025
Q2 		$9.22M Buy
38,903
+1,577
+4% +$352K 0.6% 38
2025
Q1 		$8.3M Sell
37,326
-4,269
-10% -$1.02M 0.66% 31
2024
Q4 		$10M Buy
41,595
+5,666
+16% +$1.39M 0.81% 25
2024
Q3 		$8.52M Buy
35,929
+6,200
+21% +$1.41M 0.73% 28
2024
Q2 		$6.48M Buy
29,729
+79
+0.3% +$17.3K 0.72% 26
2024
Q1 		$6.78M Sell
29,650
-13,806
-32% -$2.97M 0.8% 23
2023
Q4 		$9.27M Buy
43,456
+4,216
+11% +$812K 1.01% 18
2023
Q3 		$7.42M Buy
39,240
+10,951
+39% +$2.18M 0.98% 17
2023
Q2 		$5.63M Buy
28,289
+3,070
+12% +$580K 0.79% 18
2023
Q1 		$4.78M Buy
25,219
+12,720
+102% +$2.47M 0.74% 25
2022
Q4 		$2.29M Buy
+12,499
New +$2.32M 0.71% 22

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prosperity Capital Advisors's VB Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8% in Q2 2026, buying an estimated $1.11M and bringing the position to 51,773 shares worth $15.7M. The position accounts for 0.77% of the portfolio, ranked #27.

Prosperity Capital Advisors first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Prosperity Capital Advisors held 51,773 shares of Vanguard Morningstar Small-Cap ETF worth $15.7M as of Q2 2026.
  • Prosperity Capital Advisors bought 3,856 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard Morningstar Small-Cap ETF made up 0.77% of Prosperity Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.