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Prudent Man Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Prudent Man Investment Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.23K Hold
14
– – ﹤0.01% 129
2026
Q1 		$4.23K Hold
14
– – ﹤0.01% 129
2025
Q4 		$4.23K Hold
14
– – ﹤0.01% 129
2025
Q3 		$3.92K Hold
14
– – ﹤0.01% 125
2025
Q2 		$3.92K Hold
14
– – ﹤0.01% 125
2025
Q1 		$3.92K Hold
14
– – ﹤0.01% 125
2024
Q4 		$3.92K Buy
+14
New +$3.96K ﹤0.01% 125

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Prudent Man Investment Management's VBK Position: Q2 2026 in Review

Prudent Man Investment Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 14 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Prudent Man Investment Management first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 707 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Prudent Man Investment Management held 14 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.23K as of Q2 2026.
  • Prudent Man Investment Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #129 holding.
  • Prudent Man Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 707 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.