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

Prosperity Financial 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	$1.24M	Buy	3,339 +166	+5%	+$59.4K	0.38%	74
2026 Q1	$1.02M	Buy	3,173 +334	+12%	+$112K	0.38%	79
2025 Q4	$952K	Buy	2,839 +811	+40%	+$270K	0.34%	78
2025 Q3	$666K	Buy	2,028 +661	+48%	+$209K	0.24%	97
2025 Q2	$415K	Buy	1,367 +13	+1%	+$3.66K	0.18%	113
2025 Q1	$372K	Buy	1,354 +10	+0.7%	+$2.9K	0.19%	110
2024 Q4	$389K	Sell	1,344 -45	-3%	-$13.1K	0.19%	106
2024 Q3	$393K	Hold	1,389	–	–	0.22%	99
2024 Q2	$371K	Hold	1,389	–	–	0.23%	92
2024 Q1	$361K	Buy	1,389 +10	+0.7%	+$2.47K	0.22%	95
2023 Q4	$327K	Hold	1,379	–	–	0.23%	89
2023 Q3	$293K	Sell	1,379 -131	-9%	-$29K	0.24%	82
2023 Q2	$333K	Buy	+1,510	New	+$315K	0.29%	77

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Prosperity Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.2% in Q2 2026, buying an estimated $59.4K and bringing the position to 3,339 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #74.

Prosperity Financial Group first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Prosperity Financial Group held 3,339 shares of Vanguard Morningstar Total Stock Market ETF worth $1.24M as of Q2 2026.
Prosperity Financial Group bought 166 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $59.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.38% of Prosperity Financial Group's portfolio in Q2 2026, its #74 holding.
Prosperity Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.