FPF
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First Pacific Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

First Pacific Financial’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.57K Hold
24
– – ﹤0.01% 474
2026
Q2 		$5.83K Hold
24
– – ﹤0.01% 458
2026
Q1 		$5.21K Buy
+24
New +$5.37K ﹤0.01% 456

Other funds holding VBR

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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

First Pacific Financial's VBR Position: Q3 2026 in Review

First Pacific Financial held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 24 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

First Pacific Financial first reported a position in VBR in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.83K in Q2 2026. 333 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • First Pacific Financial held 24 shares of Vanguard Morningstar Small-Cap Value ETF worth $5.57K as of Q3 2026.
  • First Pacific Financial left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #474 holding.
  • First Pacific Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • First Pacific Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.83K in Q2 2026.
  • 333 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.