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Prosperity Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Prosperity Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$15.1M Buy
24,104
+231
+1% +$144K 5.03% 3
2025
Q3 		$14.6M Sell
23,873
-305
-1% -$180K 4.96% 3
2025
Q2 		$13.7M Sell
24,178
-1,506
-6% -$791K 5.09% 3
2025
Q1 		$13.2M Sell
25,684
-14,848
-37% -$8.03M 6.2% 3
2024
Q4 		$21.8M Buy
40,532
+11,603
+40% +$6.28M 8.98% 1
2024
Q3 		$15.3M Sell
28,929
-22,710
-44% -$11.5M 6.1% 3
2024
Q2 		$25.8M Sell
51,639
-10,179
-16% -$4.9M 12.69% 1
2024
Q1 		$29.7M Buy
61,818
+49,343
+396% +$22.6M 14.08% 1
2023
Q4 		$5.45M Buy
12,475
+1,224
+11% +$501K 3.54% 6
2023
Q3 		$4.42M Buy
11,251
+2,658
+31% +$1.09M 2.84% 6
2023
Q2 		$3.5M Buy
8,593
+3,025
+54% +$1.17M 2.27% 7
2023
Q1 		$2.09M Sell
5,568
-5,397
-49% -$1.98M 1.66% 13
2022
Q4 		$3.85M Buy
+10,965
New +$3.87M 3.63% 6

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prosperity Wealth Management's VOO Position: Q4 2025 in Review

Prosperity Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.97% in Q4 2025, buying an estimated $144K and bringing the position to 24,104 shares worth $15.1M. The position accounts for 5.03% of the portfolio, ranked #3.

Prosperity Wealth Management first reported a position in VOO in Q4 2022 and has held it in 13 quarters since. The position peaked at $29.7M in Q1 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Prosperity Wealth Management held 24,104 shares of Vanguard S&P 500 ETF worth $15.1M as of Q4 2025.
  • Prosperity Wealth Management bought 231 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $144K.
  • Vanguard S&P 500 ETF made up 5.03% of Prosperity Wealth Management's portfolio in Q4 2025, its #3 holding.
  • Prosperity Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
  • Prosperity Wealth Management's Vanguard S&P 500 ETF position peaked at $29.7M in Q1 2024.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.