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

Prosperity Consulting Group’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	$1.37M	Buy	3,754 +6	+0.2%	+$2.04K	0.05%	217
2026 Q1	$1.13M	Hold	3,748	–	–	0.05%	225
2025 Q4	$1.13M	Sell	3,748 -73	-2%	-$22K	0.05%	234
2025 Q3	$1.14M	Sell	3,821 -124	-3%	-$35.8K	0.06%	232
2025 Q2	$1.09M	Hold	3,945	–	–	0.08%	211
2025 Q1	$993K	Sell	3,945 -1,124	-22%	-$311K	0.08%	221
2024 Q4	$1.42M	Buy	5,069 +3	+0.1%	+$848	0.11%	187
2024 Q3	$1.35M	Sell	5,066 -8	-0.2%	-$2.05K	0.11%	191
2024 Q2	$1.27M	Sell	5,074 -284	-5%	-$70.9K	0.17%	119
2024 Q1	$1.4M	Buy	5,358 +1,353	+34%	+$332K	0.18%	121
2023 Q4	$968K	Buy	+4,005	New	+$869K	0.32%	65

Other funds holding VBK

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Prosperity Consulting Group's VBK Position: Q2 2026 in Review

Prosperity Consulting Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.16% in Q2 2026, buying an estimated $2.04K and bringing the position to 3,754 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #217.

Prosperity Consulting Group first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Prosperity Consulting Group held 3,754 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.37M as of Q2 2026.
Prosperity Consulting Group bought 6 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.04K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #217 holding.
Prosperity Consulting Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Prosperity Consulting Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.42M 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 Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.