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Prosperity Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prosperity Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$961K Buy
11,159
+437
+4% +$36.8K 0.3% 91
2026
Q1 		$781K Buy
10,722
+36
+0.3% +$2.8K 0.29% 94
2025
Q4 		$869K Buy
10,686
+138
+1% +$11.2K 0.31% 85
2025
Q3 		$843K Buy
10,548
+918
+10% +$70.2K 0.31% 88
2025
Q2 		$704K Sell
9,630
-1,074
-10% -$70.7K 0.3% 84
2025
Q1 		$662K Buy
10,704
+240
+2% +$16.2K 0.33% 79
2024
Q4 		$716K Sell
10,464
-90
-0.9% -$6.05K 0.36% 72
2024
Q3 		$675K Buy
10,554
+690
+7% +$42.8K 0.38% 71
2024
Q2 		$615K Buy
9,864
+630
+7% +$36.7K 0.39% 64
2024
Q1 		$530K Buy
9,234
+1,110
+14% +$61K 0.33% 74
2023
Q4 		$421K Hold
8,124
– – 0.29% 76
2023
Q3 		$369K Buy
8,124
+1,230
+18% +$58.1K 0.3% 73
2023
Q2 		$325K Buy
+6,894
New +$299K 0.29% 79

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Prosperity Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.1% in Q2 2026, buying an estimated $36.8K and bringing the position to 11,159 shares worth $961K. The position accounts for 0.3% of the portfolio, ranked #91.

Prosperity Financial Group first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Prosperity Financial Group held 11,159 shares of Vanguard Morningstar Growth ETF worth $961K as of Q2 2026.
  • Prosperity Financial Group bought 437 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $36.8K.
  • Vanguard Morningstar Growth ETF made up 0.3% of Prosperity Financial Group's portfolio in Q2 2026, its #91 holding.
  • Prosperity Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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