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Prudent Man Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prudent Man Investment Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4K Sell
52
-260
-83% -$21.9K 0.01% 72
2026
Q1 		$25.4K Hold
312
– – 0.01% 72
2025
Q4 		$25.4K Sell
312
-120
-28% -$9.74K 0.01% 72
2025
Q3 		$29.6K Hold
432
– – 0.02% 63
2025
Q2 		$29.6K Hold
432
– – 0.02% 63
2025
Q1 		$29.6K Hold
432
– – 0.02% 63
2024
Q4 		$29.6K Buy
+432
New +$29K 0.02% 63

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Prudent Man Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $21.9K and leaving 52 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #72.

Prudent Man Investment Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.6K in Q3 2025. 1,629 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Prudent Man Investment Management held 52 shares of Vanguard Morningstar Growth ETF worth $25.4K as of Q2 2026.
  • Prudent Man Investment Management sold 260 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #72 holding.
  • Prudent Man Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Vanguard Morningstar Growth ETF position peaked at $29.6K in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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