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

Prosperity Capital Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Sell
5,273
-2,270
-30% -$528K 0.06% 168
2026
Q1 		$1.64M Buy
7,543
+1,409
+23% +$315K 0.09% 134
2025
Q4 		$1.3M Sell
6,134
-631
-9% -$132K 0.08% 153
2025
Q3 		$1.41M Buy
6,765
+371
+6% +$75.9K 0.08% 152
2025
Q2 		$1.25M Buy
6,394
+335
+6% +$62K 0.08% 157
2025
Q1 		$1.13M Sell
6,059
-4,931
-45% -$974K 0.09% 146
2024
Q4 		$2.18M Buy
10,990
+5,732
+109% +$1.18M 0.18% 94
2024
Q3 		$1.06M Buy
5,258
+575
+12% +$111K 0.09% 150
2024
Q2 		$855K Sell
4,683
-1,292
-22% -$239K 0.09% 147
2024
Q1 		$1.15M Buy
5,975
+761
+15% +$137K 0.14% 123
2023
Q4 		$938K Buy
5,214
+1,404
+37% +$229K 0.1% 105
2023
Q3 		$608K Buy
3,810
+1,111
+41% +$186K 0.08% 120
2023
Q2 		$446K Sell
2,699
-22,401
-89% -$3.53M 0.06% 146
2023
Q1 		$3.98M Buy
25,100
+19,130
+320% +$3.17M 0.62% 28
2022
Q4 		$948K Buy
+5,970
New +$950K 0.29% 60

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 30% in Q2 2026, selling an estimated $528K and leaving 5,273 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #168.

Prosperity Capital Advisors first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.98M in Q1 2023. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Prosperity Capital Advisors held 5,273 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.28M as of Q2 2026.
  • Prosperity Capital Advisors sold 2,270 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $528K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Prosperity Capital Advisors's portfolio in Q2 2026, its #168 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.98M in Q1 2023.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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