Prospera Financial Services Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1541625
Dallas, TX
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$8,691,815
-$519,579 QoQ
Shares Held
33,185
-7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,691,815 | 33,185 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,211,394 | 35,710 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,076,016 | 35,693 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,018,692 | 33,837 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,067,301 | 27,361 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,003,636 | 24,986 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,343,392 | 22,526 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,585,817 | 21,032 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,884,053 | 21,366 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $4,580,195 | 21,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,242,919 | 22,441 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,485,547 | 17,525 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,724,854 | 19,650 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,885,139 | 10,271 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,482,986 | 8,677 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,089,592 | 6,187 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,853,386 | 8,721 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,817,798 | 8,043 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,447,814 | 6,621 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,424,896 | 6,325 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,223,895 | 5,717 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,123,108 | 5,769 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,691 | 24 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $828,709 | 5,687 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $639,999 | 5,544 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||