FPF
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First Pacific Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

First Pacific Financial’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Sell
4,219
-27
-0.6% -$9.65K 0.19% 67
2026
Q1 		$1.36M Sell
4,246
-85
-2% -$28.5K 0.18% 62
2025
Q4 		$1.45M Buy
4,331
+1,477
+52% +$491K 0.19% 62
2025
Q3 		$937K Sell
2,854
-455
-14% -$144K 0.13% 84
2025
Q2 		$1.01M Sell
3,309
-77
-2% -$21.7K 0.15% 80
2025
Q1 		$931K Sell
3,386
-251
-7% -$72.9K 0.19% 64
2024
Q4 		$1.05M Buy
3,637
+1,091
+43% +$318K 0.25% 59
2024
Q3 		$721K Buy
2,546
+303
+14% +$82.6K 0.17% 89
2024
Q2 		$600K Sell
2,243
-15
-0.7% -$3.88K 0.15% 89
2024
Q1 		$587K Sell
2,258
-90
-4% -$22.3K 0.16% 88
2023
Q4 		$557K Buy
2,348
+25
+1% +$5.53K 0.17% 87
2023
Q3 		$493K Buy
2,323
+9
+0.4% +$1.99K 0.22% 82
2023
Q2 		$510K Sell
2,314
-488
-17% -$102K 0.22% 86
2023
Q1 		$572K Sell
2,802
-187
-6% -$37.4K 0.26% 83
2022
Q4 		$571K Buy
2,989
+7
+0.2% +$1.35K 0.28% 83
2022
Q3 		$535K Sell
2,982
-4,428
-60% -$883K 0.31% 82
2022
Q2 		$1.4M Sell
7,410
-5,536
-43% -$1.14M 0.66% 22
2022
Q1 		$2.95M Sell
12,946
-955
-7% -$215K 1.51% 8
2021
Q4 		$3.36M Sell
13,901
-5,788
-29% -$1.37M 1.62% 7
2021
Q3 		$4.37M Buy
+19,689
New +$4.49M 2.32% 6

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

First Pacific Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.64% in Q2 2026, selling an estimated $9.65K and leaving 4,219 shares worth $1.56M. The position accounts for 0.19% of the portfolio, ranked #67.

First Pacific Financial first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.37M in Q3 2021. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • First Pacific Financial held 4,219 shares of Vanguard Morningstar Total Stock Market ETF worth $1.56M as of Q2 2026.
  • First Pacific Financial sold 27 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of First Pacific Financial's portfolio in Q2 2026, its #67 holding.
  • First Pacific Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • First Pacific Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $4.37M in Q3 2021.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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