First Pacific Financial
VTI icon

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
Q3 		$1.61M Buy
4,302
+83
+2% +$31.1K 0.16% 72
2026
Q2 		$1.56M Sell
4,219
-27
-0.6% -$9.7K 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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

First Pacific Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q3 2026, buying an estimated $31.1K and bringing the position to 4,302 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #72.

First Pacific Financial first reported a position in VTI in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.37M in Q3 2021. 3,086 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • First Pacific Financial held 4,302 shares of Vanguard Morningstar Total Stock Market ETF worth $1.61M as of Q3 2026.
  • First Pacific Financial bought 83 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $31.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of First Pacific Financial's portfolio in Q3 2026, its #72 holding.
  • First Pacific Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 21 quarters since.
  • First Pacific Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $4.37M in Q3 2021.
  • 3,086 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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