First Pacific Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

First Pacific Financial’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
2026 Q3	$126K	Buy	1,611 +6	+0.4%	+$488	0.01%	216
2026 Q2	$129K	Sell	1,605 -935	-37%	-$72.5K	0.02%	198
2026 Q1	$182K	Sell	2,540 -1,016	-29%	-$75.5K	0.02%	168
2025 Q4	$258K	Buy	3,556 +24	+0.7%	+$1.75K	0.03%	157
2025 Q3	$259K	Buy	3,532 +424	+14%	+$30.4K	0.04%	153
2025 Q2	$217K	Buy	3,108 +2,580	+489%	+$169K	0.03%	161
2025 Q1	$34.1K	Buy	+528	New	+$35.4K	0.01%	211

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

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

First Pacific Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q3 2026, buying an estimated $488 and bringing the position to 1,611 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #216.

First Pacific Financial first reported a position in VO in Q1 2025 and has held it in 7 quarters since. The position peaked at $259K in Q3 2025. 366 funds tracked by Wall St. Rank hold VO as of Q3 2026.

First Pacific Financial held 1,611 shares of Vanguard Morningstar Mid-Cap ETF worth $126K as of Q3 2026.
First Pacific Financial bought 6 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $488.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #216 holding.
First Pacific Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
First Pacific Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $259K in Q3 2025.
366 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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