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Pandora Wealth’s Vanguard Morningstar Value ETF VTV Stock Holding History

Pandora Wealth’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$245K Hold
1,285
– – 0.15% 72
2025
Q3 		$240K Hold
1,285
– – 0.15% 68
2025
Q2 		$227K Hold
1,285
– – 0.14% 72
2025
Q1 		$222K Buy
+1,285
New +$224K 0.15% 72

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Pandora Wealth's VTV Position: Q4 2025 in Review

Pandora Wealth held its Vanguard Morningstar Value ETF (VTV) position steady in Q4 2025 at 1,285 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #72.

Pandora Wealth first reported a position in VTV in Q1 2025 and has held it in 4 quarters since. 2,672 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

  • Pandora Wealth held 1,285 shares of Vanguard Morningstar Value ETF worth $245K as of Q4 2025.
  • Pandora Wealth left its Vanguard Morningstar Value ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Value ETF made up 0.15% of Pandora Wealth's portfolio in Q4 2025, its #72 holding.
  • Pandora Wealth first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 4 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

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