First Pacific Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

First Pacific Financial’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
2026 Q2	$314K	Sell	1,037 -69	-6%	-$19.8K	0.04%	153
2026 Q1	$290K	Sell	1,106 -62	-5%	-$16.8K	0.04%	149
2025 Q4	$301K	Hold	1,168	–	–	0.04%	147
2025 Q3	$297K	Buy	1,168 +75	+7%	+$18.6K	0.04%	145
2025 Q2	$259K	Buy	1,093 +386	+55%	+$86.1K	0.04%	154
2025 Q1	$157K	Buy	707 +3	+0.4%	+$716	0.03%	143
2024 Q4	$169K	Buy	704 +4	+0.6%	+$984	0.04%	142
2024 Q3	$166K	Buy	700 +606	+645%	+$138K	0.04%	136
2024 Q2	$20.5K	Sell	94 -6	-6%	-$1.32K	0.01%	221
2024 Q1	$22.9K	Buy	+100	New	+$21.5K	0.01%	222

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

First Pacific Financial's VB Position: Q2 2026 in Review

First Pacific Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.2% in Q2 2026, selling an estimated $19.8K and leaving 1,037 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #153.

First Pacific Financial first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 2,483 funds tracked by Wall St. Rank hold VB as of Q2 2026.

First Pacific Financial held 1,037 shares of Vanguard Morningstar Small-Cap ETF worth $314K as of Q2 2026.
First Pacific Financial sold 69 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $19.8K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of First Pacific Financial's portfolio in Q2 2026, its #153 holding.
First Pacific Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.