Prosperity Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prosperity Capital Advisors’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 Q2	$4.77M	Sell	12,900 -6,369	-33%	-$2.28M	0.24%	76
2026 Q1	$6.18M	Buy	19,269 +328	+2%	+$110K	0.35%	53
2025 Q4	$6.35M	Sell	18,941 -2,428	-11%	-$808K	0.38%	52
2025 Q3	$7.01M	Sell	21,369 -14,224	-40%	-$4.49M	0.41%	48
2025 Q2	$10.8M	Buy	35,593 +13,799	+63%	+$3.88M	0.71%	31
2025 Q1	$6.01M	Sell	21,794 -983	-4%	-$286K	0.47%	42
2024 Q4	$6.6M	Buy	22,777 +874	+4%	+$255K	0.54%	37
2024 Q3	$6.2M	Buy	21,903 +5,820	+36%	+$1.59M	0.53%	35
2024 Q2	$4.3M	Sell	16,083 -4,683	-23%	-$1.21M	0.48%	37
2024 Q1	$5.4M	Buy	20,766 +12,897	+164%	+$3.19M	0.64%	27
2023 Q4	$1.87M	Buy	7,869 +1,866	+31%	+$413K	0.2%	62
2023 Q3	$1.28M	Buy	6,003 +487	+9%	+$108K	0.17%	79
2023 Q2	$1.21M	Sell	5,516 -1,573	-22%	-$328K	0.17%	78
2023 Q1	$1.45M	Sell	7,089 -778	-10%	-$156K	0.22%	62
2022 Q4	$1.5M	Buy	+7,867	New	+$1.52M	0.46%	46

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 33% in Q2 2026, selling an estimated $2.28M and leaving 12,900 shares worth $4.77M. The position accounts for 0.24% of the portfolio, ranked #76.

Prosperity Capital Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.8M in Q2 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Prosperity Capital Advisors held 12,900 shares of Vanguard Morningstar Total Stock Market ETF worth $4.77M as of Q2 2026.
Prosperity Capital Advisors sold 6,369 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.28M.
Vanguard Morningstar Total Stock Market ETF made up 0.24% of Prosperity Capital Advisors's portfolio in Q2 2026, its #76 holding.
Prosperity Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $10.8M in Q2 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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