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Pandora Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Pandora Wealth’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 		$2M Sell
27,604
-1,524
-5% -$111K 1.22% 18
2025
Q3 		$2.14M Hold
29,128
– – 1.29% 16
2025
Q2 		$2.04M Hold
29,128
– – 1.25% 18
2025
Q1 		$1.88M Buy
+29,128
New +$1.95M 1.24% 18

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 $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pandora Wealth's VO Position: Q4 2025 in Review

Pandora Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 5.2% in Q4 2025, selling an estimated $111K and leaving 27,604 shares worth $2M. The position accounts for 1.22% of the portfolio, ranked #18.

Pandora Wealth first reported a position in VO in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.14M in Q3 2025. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Pandora Wealth held 27,604 shares of Vanguard Mid-Cap ETF worth $2M as of Q4 2025.
  • Pandora Wealth sold 1,524 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $111K.
  • Vanguard Mid-Cap ETF made up 1.22% of Pandora Wealth's portfolio in Q4 2025, its #18 holding.
  • Pandora Wealth first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Vanguard Mid-Cap ETF position peaked at $2.14M in Q3 2025.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

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