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Prosperity Consulting Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prosperity Consulting Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.86M Sell
10,435
-213
-2% -$76.2K 0.15% 108
2026
Q1 		$3.42M Sell
10,648
-88
-0.8% -$29.5K 0.15% 106
2025
Q4 		$3.6M Buy
10,736
+4,309
+67% +$1.43M 0.16% 100
2025
Q3 		$2.11M Buy
6,427
+1,821
+40% +$575K 0.1% 153
2025
Q2 		$1.4M Sell
4,606
-24
-0.5% -$6.75K 0.1% 181
2025
Q1 		$1.27M Sell
4,630
-339
-7% -$98.5K 0.1% 194
2024
Q4 		$1.44M Buy
4,969
+2,357
+90% +$688K 0.11% 182
2024
Q3 		$740K Buy
2,612
+256
+11% +$69.8K 0.06% 263
2024
Q2 		$630K Sell
2,356
-49
-2% -$12.7K 0.09% 163
2024
Q1 		$625K Buy
2,405
+524
+28% +$130K 0.08% 166
2023
Q4 		$446K Buy
1,881
+4
+0.2% +$884 0.15% 119
2023
Q3 		$399K Buy
1,877
+7
+0.4% +$1.55K 0.18% 99
2023
Q2 		$412K Sell
1,870
-2,068
-53% -$431K 0.25% 71
2023
Q1 		$804K Buy
3,938
+16
+0.4% +$3.2K 0.51% 47
2022
Q4 		$750K Buy
3,922
+19
+0.5% +$3.66K 0.5% 51
2022
Q3 		$700K Sell
3,903
-1
-0% -$199 0.57% 45
2022
Q2 		$736K Sell
3,904
-22
-0.6% -$4.52K 0.64% 41
2022
Q1 		$894K Sell
3,926
-115
-3% -$25.9K 0.66% 38
2021
Q4 		$930K Buy
+4,041
New +$954K 0.7% 36

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Prosperity Consulting Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $76.2K and leaving 10,435 shares worth $3.86M. The position accounts for 0.15% of the portfolio, ranked #108.

Prosperity Consulting Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Prosperity Consulting Group held 10,435 shares of Vanguard Morningstar Total Stock Market ETF worth $3.86M as of Q2 2026.
  • Prosperity Consulting Group sold 213 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $76.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Prosperity Consulting Group's portfolio in Q2 2026, its #108 holding.
  • Prosperity Consulting Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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