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Prudent Man Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Prudent Man Investment Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40
Closed -$2.64K – 192
2025
Q3 		$2.64K Hold
40
– – ﹤0.01% 134
2025
Q2 		$2.64K Hold
40
– – ﹤0.01% 134
2025
Q1 		$2.64K Hold
40
– – ﹤0.01% 134
2024
Q4 		$2.64K Buy
+40
New +$2.72K ﹤0.01% 134

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudent Man Investment Management's VO Position: Q4 2025 in Review

Prudent Man Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 40 shares — an estimated $2.64K sold.

Prudent Man Investment Management first reported a position in VO in Q4 2024 and held it in 4 quarters. The position peaked at $2.64K in Q3 2025. 2,371 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Prudent Man Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Prudent Man Investment Management sold 40 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $2.64K.
  • Prudent Man Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Prudent Man Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.64K in Q3 2025.
  • 2,371 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Prudent Man Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.