Prosperity Consulting Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Prosperity Consulting Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.8M	Buy	457,364 +9,536	+2%	+$709K	1.46%	15
2025 Q4	$32.5M	Buy	447,828 +90,684	+25%	+$6.6M	1.46%	15
2025 Q3	$26.2M	Buy	357,144 +353,844	+10,723%	+$25.4M	1.29%	17
2025 Q2	$231K	Sell	3,300 -2,252	-41%	-$148K	0.02%	415
2025 Q1	$359K	Sell	5,552 -104	-2%	-$6.98K	0.03%	340
2024 Q4	$373K	Buy	5,656 +2,528	+81%	+$172K	0.03%	349
2024 Q3	$206K	Buy	+3,128	New	+$196K	0.02%	443
2024 Q1	–	Sell	-3,688	Closed	-$214K	–	334
2023 Q4	$214K	Buy	+3,688	New	+$197K	0.07%	193
2023 Q3	–	Sell	-3,656	Closed	-$201K	–	151
2023 Q2	$201K	Buy	+3,656	New	+$192K	0.12%	103

Other funds holding VO

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return