PW
VB icon

Pandora Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pandora Wealth’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$67.6K Hold
262
– – 0.04% 129
2025
Q3 		$66.6K Hold
262
– – 0.04% 131
2025
Q2 		$62.1K Hold
262
– – 0.04% 134
2025
Q1 		$58.1K Buy
+262
New +$62.6K 0.04% 135

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pandora Wealth's VB Position: Q4 2025 in Review

Pandora Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q4 2025 at 262 shares worth $67.6K. The position accounts for 0.04% of the portfolio, ranked #129.

Pandora Wealth first reported a position in VB in Q1 2025 and has held it in 4 quarters since. 2,376 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Pandora Wealth held 262 shares of Vanguard Morningstar Small-Cap ETF worth $67.6K as of Q4 2025.
  • Pandora Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Pandora Wealth's portfolio in Q4 2025, its #129 holding.
  • Pandora Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 2,376 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.