Prosperitas Financial LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2001016
Valencia, CA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$518,863
+$211,903 QoQ
Shares Held
1,981
+66.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $518,863 | 1,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $306,960 | 1,190 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $349,635 | 1,375 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $343,384 | 1,449 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,682,307 | 34,644 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,029,871 | 29,257 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,811,247 | 28,714 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,076,693 | 18,697 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $4,334,066 | 18,960 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,899,245 | 18,278 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,247,844 | 17,178 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||