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Pineridge Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Pineridge Advisors’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
Q3 		$28.8K Hold
392
– – 0.01% 140
2025
Q2 		$27.3K Sell
392
-104
-21% -$6.83K 0.01% 149
2025
Q1 		$32K Buy
496
+60
+14% +$4.03K 0.01% 137
2024
Q4 		$28.9K Hold
436
– – 0.01% 184
2024
Q3 		$28.8K Sell
436
-1,800
-81% -$113K 0.01% 186
2024
Q2 		$135K Buy
2,236
+1,964
+722% +$119K 0.05% 80
2024
Q1 		$17K Hold
272
– – 0.01% 235
2023
Q4 		$15.8K Buy
+272
New +$14.5K 0.01% 305

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Pineridge Advisors's VO Position: Q3 2025 in Review

Pineridge Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2025 at 392 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #140.

Pineridge Advisors first reported a position in VO in Q4 2023 and has held it in 8 quarters since. The position peaked at $135K in Q2 2024. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Pineridge Advisors held 392 shares of Vanguard Mid-Cap ETF worth $28.8K as of Q3 2025.
  • Pineridge Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Mid-Cap ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #140 holding.
  • Pineridge Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Vanguard Mid-Cap ETF position peaked at $135K in Q2 2024.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.