Prosperity Consulting Group’s Vanguard Morningstar 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 Q2	$30.3M	Sell	375,687 -81,677	-18%	-$6.33M	1.15%	18
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Prosperity Consulting Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, selling an estimated $6.33M and leaving 375,687 shares worth $30.3M. The position accounts for 1.15% of the portfolio, ranked #18.

Prosperity Consulting Group first reported a position in VO in Q2 2023 and has held it in 10 quarters since. The position peaked at $32.8M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Prosperity Consulting Group held 375,687 shares of Vanguard Morningstar Mid-Cap ETF worth $30.3M as of Q2 2026.
Prosperity Consulting Group sold 81,677 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.33M.
Vanguard Morningstar Mid-Cap ETF made up 1.15% of Prosperity Consulting Group's portfolio in Q2 2026, its #18 holding.
Prosperity Consulting Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
Prosperity Consulting Group's Vanguard Morningstar Mid-Cap ETF position peaked at $32.8M in Q1 2026.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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