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Prosperity Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		$766K Buy
2,286
+11
+0.5% +$3.66K 0.26% 90
2025
Q3 		$747K Sell
2,275
-198
-8% -$62.5K 0.25% 94
2025
Q2 		$752K Buy
2,473
+176
+8% +$49.5K 0.28% 80
2025
Q1 		$631K Buy
2,297
+56
+2% +$16.3K 0.3% 74
2024
Q4 		$649K Buy
2,241
+450
+25% +$131K 0.27% 69
2024
Q3 		$507K Buy
1,791
+7
+0.4% +$1.91K 0.2% 81
2024
Q2 		$477K Hold
1,784
– – 0.23% 86
2024
Q1 		$464K Buy
1,784
+1
+0.1% +$247 0.22% 82
2023
Q4 		$423K Hold
1,783
– – 0.28% 63
2023
Q3 		$379K Hold
1,783
– – 0.24% 74
2023
Q2 		$393K Sell
1,783
-133
-7% -$27.7K 0.25% 56
2023
Q1 		$391K Hold
1,916
– – 0.31% 60
2022
Q4 		$366K Buy
+1,916
New +$369K 0.35% 67

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Prosperity Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.48% in Q4 2025, buying an estimated $3.66K and bringing the position to 2,286 shares worth $766K. The position accounts for 0.26% of the portfolio, ranked #90.

Prosperity Wealth Management first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. 3,583 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Prosperity Wealth Management held 2,286 shares of Vanguard Morningstar Total Stock Market ETF worth $766K as of Q4 2025.
  • Prosperity Wealth Management bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $3.66K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Prosperity Wealth Management's portfolio in Q4 2025, its #90 holding.
  • Prosperity Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
  • 3,583 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

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