Prosperity Wealth Management’s Vanguard 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Prosperity Wealth Management increased its Vanguard 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. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Prosperity Wealth Management held 2,286 shares of Vanguard Total Stock Market ETF worth $766K as of Q4 2025.
Prosperity Wealth Management bought 11 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $3.66K.
Vanguard 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 Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

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