FPF
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First Pacific Financial’s Vanguard 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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

First Pacific Financial reduced its Vanguard 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. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • First Pacific Financial held 1,037 shares of Vanguard Small-Cap ETF worth $314K as of Q2 2026.
  • First Pacific Financial sold 69 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $19.8K.
  • Vanguard 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 Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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