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Prudent Man Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Prudent Man Investment Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.35K Hold
17
– – ﹤0.01% 119
2026
Q1 		$5.35K Hold
17
– – ﹤0.01% 119
2025
Q4 		$5.35K Sell
17
-11
-39% -$3.44K ﹤0.01% 119
2025
Q3 		$7.55K Hold
28
– – ﹤0.01% 101
2025
Q2 		$7.55K Hold
28
– – ﹤0.01% 101
2025
Q1 		$7.55K Hold
28
– – ﹤0.01% 101
2024
Q4 		$7.55K Buy
+28
New +$7.59K ﹤0.01% 101

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Prudent Man Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 17 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Prudent Man Investment Management first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.55K in Q3 2025. 734 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Prudent Man Investment Management held 17 shares of Vanguard Morningstar Large-Cap ETF worth $5.35K as of Q2 2026.
  • Prudent Man Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #119 holding.
  • Prudent Man Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $7.55K in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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