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

Prosperity Capital Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$803K Buy
2,197
+255
+13% +$86.9K 0.04% 213
2026
Q1 		$587K Buy
1,942
+360
+23% +$113K 0.03% 255
2025
Q4 		$478K Sell
1,582
-3,380
-68% -$1.02M 0.03% 256
2025
Q3 		$1.48M Sell
4,962
-267
-5% -$77.1K 0.09% 147
2025
Q2 		$1.45M Sell
5,229
-248
-5% -$63.9K 0.09% 146
2025
Q1 		$1.39M Sell
5,477
-6,297
-53% -$1.74M 0.11% 131
2024
Q4 		$3.3M Buy
11,774
+3,722
+46% +$1.05M 0.27% 67
2024
Q3 		$2.15M Buy
8,052
+2,250
+39% +$577K 0.18% 95
2024
Q2 		$1.45M Buy
5,802
+1,247
+27% +$311K 0.16% 97
2024
Q1 		$1.19M Buy
4,555
+1,364
+43% +$335K 0.14% 122
2023
Q4 		$771K Buy
3,191
+1,205
+61% +$262K 0.08% 118
2023
Q3 		$425K Buy
1,986
+154
+8% +$35K 0.06% 150
2023
Q2 		$421K Buy
1,832
+172
+10% +$37.4K 0.06% 152
2023
Q1 		$359K Sell
1,660
-77
-4% -$16.6K 0.06% 147
2022
Q4 		$348K Buy
+1,737
New +$355K 0.11% 130

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Prosperity Capital Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 13% in Q2 2026, buying an estimated $86.9K and bringing the position to 2,197 shares worth $803K. The position accounts for 0.04% of the portfolio, ranked #213.

Prosperity Capital Advisors first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.3M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Prosperity Capital Advisors held 2,197 shares of Vanguard Morningstar Small-Cap Growth ETF worth $803K as of Q2 2026.
  • Prosperity Capital Advisors bought 255 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $86.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #213 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.3M in Q4 2024.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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