First Pacific Financial’s Vanguard Total World Stock ETF VT Stock Holding History

First Pacific Financial’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$603K	Sell	3,842 -127	-3%	-$19.4K	0.07%	118
2026 Q1	$549K	Buy	3,969 +3,867	+3,791%	+$556K	0.07%	123
2025 Q4	$14.4K	Buy	102 +1	+1%	+$140	﹤0.01%	308
2025 Q3	$13.9K	Hold	101	–	–	﹤0.01%	305
2025 Q2	$12.9K	Sell	101 -74	-42%	-$8.85K	﹤0.01%	313
2025 Q1	$20.3K	Buy	175 +5	+3%	+$598	﹤0.01%	247
2024 Q4	$19.9K	Buy	170 +1	+0.6%	+$120	﹤0.01%	245
2024 Q3	$20.2K	Buy	169 +8	+5%	+$920	﹤0.01%	243
2024 Q2	$18.1K	Buy	161 +10	+7%	+$1.1K	﹤0.01%	226
2024 Q1	$16.7K	Buy	151 +5	+3%	+$529	﹤0.01%	237
2023 Q4	$15.1K	Sell	146 -137	-48%	-$13.2K	﹤0.01%	231
2023 Q3	$26.4K	Buy	283 +21	+8%	+$2.04K	0.01%	186
2023 Q2	$25.4K	Buy	+262	New	+$24.6K	0.01%	171

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

First Pacific Financial reduced its Vanguard Total World Stock ETF (VT) stake by 3.2% in Q2 2026, selling an estimated $19.4K and leaving 3,842 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #118.

First Pacific Financial first reported a position in VT in Q2 2023 and has held it in 13 quarters since. 519 funds tracked by Wall St. Rank hold VT as of Q2 2026.

First Pacific Financial held 3,842 shares of Vanguard Total World Stock ETF worth $603K as of Q2 2026.
First Pacific Financial sold 127 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $19.4K.
Vanguard Total World Stock ETF made up 0.07% of First Pacific Financial's portfolio in Q2 2026, its #118 holding.
First Pacific Financial first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
519 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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