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Prosperity Consulting Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Prosperity Consulting Group’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 		$1.04M Buy
3,429
+146
+4% +$41.8K 0.04% 260
2026
Q1 		$860K Hold
3,283
– – 0.04% 270
2025
Q4 		$847K Sell
3,283
-292
-8% -$74.8K 0.04% 272
2025
Q3 		$909K Buy
3,575
+482
+16% +$120K 0.04% 262
2025
Q2 		$733K Sell
3,093
-7,514
-71% -$1.68M 0.05% 263
2025
Q1 		$2.35M Buy
10,607
+2,119
+25% +$506K 0.18% 129
2024
Q4 		$2.04M Buy
8,488
+7,548
+803% +$1.86M 0.15% 146
2024
Q3 		$223K Buy
940
+8
+0.9% +$1.82K 0.02% 427
2024
Q2 		$203K Sell
932
-326
-26% -$71.6K 0.03% 297
2024
Q1 		$288K Buy
1,258
+180
+17% +$38.7K 0.04% 284
2023
Q4 		$230K Sell
1,078
-75
-7% -$14.5K 0.08% 183
2023
Q3 		$218K Buy
1,153
+142
+14% +$28.3K 0.1% 137
2023
Q2 		$201K Sell
1,011
-394
-28% -$74.5K 0.12% 104
2023
Q1 		$266K Sell
1,405
-32
-2% -$6.21K 0.17% 92
2022
Q4 		$264K Buy
1,437
+32
+2% +$5.93K 0.18% 88
2022
Q3 		$240K Buy
1,405
+113
+9% +$21.3K 0.2% 83
2022
Q2 		$228K Buy
1,292
+24
+2% +$4.63K 0.2% 83
2022
Q1 		$270K Sell
1,268
-119
-9% -$25.1K 0.2% 82
2021
Q4 		$291K Buy
+1,387
New +$315K 0.22% 83

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 Consulting Group's VB Position: Q2 2026 in Review

Prosperity Consulting Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q2 2026, buying an estimated $41.8K and bringing the position to 3,429 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #260.

Prosperity Consulting Group first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q1 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Prosperity Consulting Group held 3,429 shares of Vanguard Morningstar Small-Cap ETF worth $1.04M as of Q2 2026.
  • Prosperity Consulting Group bought 146 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $41.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #260 holding.
  • Prosperity Consulting Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Prosperity Consulting Group's Vanguard Morningstar Small-Cap ETF position peaked at $2.35M in Q1 2025.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.