Prosperity Capital Advisors
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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
Q3 		$16.5M Buy
57,939
+6,166
+12% +$1.84M 0.81% 26
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Prosperity Capital Advisors's VB Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q3 2026, buying an estimated $1.84M and bringing the position to 57,939 shares worth $16.5M. The position accounts for 0.81% of the portfolio, ranked #26.

Prosperity Capital Advisors first reported a position in VB in Q4 2022 and has held it in 16 quarters since. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Prosperity Capital Advisors held 57,939 shares of Vanguard Morningstar Small-Cap ETF worth $16.5M as of Q3 2026.
  • Prosperity Capital Advisors bought 6,166 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.84M.
  • Vanguard Morningstar Small-Cap ETF made up 0.81% of Prosperity Capital Advisors's portfolio in Q3 2026, its #26 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.