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

Prosperity Consulting Group’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 		$601K Buy
2,472
+17
+0.7% +$3.95K 0.02% 357
2026
Q1 		$533K Hold
2,455
– – 0.02% 349
2025
Q4 		$520K Sell
2,455
-137
-5% -$28.7K 0.02% 351
2025
Q3 		$541K Buy
2,592
+125
+5% +$25.6K 0.03% 334
2025
Q2 		$481K Hold
2,467
– – 0.04% 313
2025
Q1 		$460K Sell
2,467
-79
-3% -$15.6K 0.04% 312
2024
Q4 		$505K Hold
2,546
– – 0.04% 316
2024
Q3 		$511K Buy
2,546
+960
+61% +$185K 0.04% 308
2024
Q2 		$289K Hold
1,586
– – 0.04% 260
2024
Q1 		$304K Buy
+1,586
New +$286K 0.04% 277

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 Consulting Group's VBR Position: Q2 2026 in Review

Prosperity Consulting Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.69% in Q2 2026, buying an estimated $3.95K and bringing the position to 2,472 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #357.

Prosperity Consulting Group first reported a position in VBR in Q1 2024 and has held it in 10 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Prosperity Consulting Group held 2,472 shares of Vanguard Morningstar Small-Cap Value ETF worth $601K as of Q2 2026.
  • Prosperity Consulting Group bought 17 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.95K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #357 holding.
  • Prosperity Consulting Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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