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 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

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

First Pacific Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 37% in Q2 2026, selling an estimated $72.5K and leaving 1,605 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #198.

First Pacific Financial first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $259K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

First Pacific Financial held 1,605 shares of Vanguard Morningstar Mid-Cap ETF worth $129K as of Q2 2026.
First Pacific Financial sold 935 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $72.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of First Pacific Financial's portfolio in Q2 2026, its #198 holding.
First Pacific Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
First Pacific Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $259K in Q3 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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