PCFFS
VTI icon

Pacific Center for Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pacific Center for Financial Services’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
Q1 		$41.7M Sell
129,948
-8,995
-6% -$3.02M 10.57% 3
2025
Q4 		$45.6M Hold
138,943
– – 11.63% 3
2025
Q3 		$45.6M Sell
138,943
-740
-0.5% -$234K 11.63% 3
2025
Q2 		$42.5M Sell
139,683
-366
-0.3% -$103K 11.52% 3
2025
Q1 		$38.5M Sell
140,049
-1,439
-1% -$418K 10.21% 3
2024
Q4 		$41M Buy
141,488
+2,137
+2% +$624K 10.55% 3
2024
Q3 		$39.5M Buy
139,351
+1,505
+1% +$411K 10.39% 3
2024
Q2 		$36.9M Buy
137,846
+993
+0.7% +$257K 10.34% 4
2024
Q1 		$35.6M Buy
136,853
+4,983
+4% +$1.23M 10.14% 4
2023
Q4 		$31.3M Buy
131,870
+986
+0.8% +$218K 9.86% 4
2023
Q3 		$27.8M Buy
130,884
+4,952
+4% +$1.1M 9.44% 4
2023
Q2 		$27.7M Buy
125,932
+1,138
+0.9% +$237K 9.12% 4
2023
Q1 		$25.5M Buy
+124,794
New +$25M 8.78% 4
2022
Q3 		$22.8M Buy
126,998
+1,479
+1% +$295K 8.92% 3
2022
Q2 		$23.7M Sell
125,519
-1,584
-1% -$325K 9.76% 3
2022
Q1 		$28.9M Buy
127,103
+575
+0.5% +$129K 10.35% 3
2021
Q4 		$30.5M Buy
126,528
+1,998
+2% +$472K 12.31% 2
2021
Q3 		$27.7M Buy
124,530
+3,796
+3% +$866K 12.06% 2
2021
Q2 		$26.9M Buy
120,734
+4,889
+4% +$1.06M 11.74% 3
2021
Q1 		$23.9M Buy
115,845
+3,531
+3% +$714K 11.46% 3
2020
Q4 		$21.9M Buy
112,314
+2,602
+2% +$476K 8.09% 5
2020
Q3 		$18.7M Buy
109,712
+5,142
+5% +$865K 7.73% 5
2020
Q2 		$16.4M Buy
104,570
+1,962
+2% +$289K 8.07% 4
2020
Q1 		$13.2M Sell
102,608
-2,234
-2% -$345K 8.37% 4
2019
Q4 		$17.2M Sell
104,842
-916
-0.9% -$144K 7.54% 4
2019
Q3 		$16M Buy
105,758
+2,306
+2% +$348K 7.82% 4
2019
Q2 		$15.5M Sell
103,452
-970
-0.9% -$143K 7.96% 4
2019
Q1 		$15.1M Sell
104,422
-1,671
-2% -$233K 8.13% 3
2018
Q4 		$13.5M Buy
106,093
+3,230
+3% +$446K 7.28% 4
2018
Q3 		$15.4M Buy
102,863
+1,889
+2% +$278K 7.51% 4
2018
Q2 		$14.2M Buy
100,974
+1,619
+2% +$226K 8.32% 3
2018
Q1 		$13.5M Buy
99,355
+1,147
+1% +$161K 8.22% 4
2017
Q4 		$13.5M Buy
98,208
+2,203
+2% +$295K 8.25% 3
2017
Q3 		$12.4M Buy
96,005
+2,656
+3% +$336K 7.97% 3
2017
Q2 		$11.6M Buy
93,349
+3,339
+4% +$411K 7.79% 4
2017
Q1 		$10.9M Buy
90,010
+6,898
+8% +$826K 7.65% 3
2016
Q4 		$9.58M Buy
+83,112
New +$9.35M 7.29% 7

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Center for Financial Services's VTI Position: Q1 2026 in Review

Pacific Center for Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.5% in Q1 2026, selling an estimated $3.02M and leaving 129,948 shares worth $41.7M. The position accounts for 10.57% of the portfolio, ranked #3.

Pacific Center for Financial Services first reported a position in VTI in Q4 2016 and has held it in 37 quarters since. The position peaked at $45.6M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Pacific Center for Financial Services held 129,948 shares of Vanguard Morningstar Total Stock Market ETF worth $41.7M as of Q1 2026.
  • Pacific Center for Financial Services sold 8,995 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $3.02M.
  • Vanguard Morningstar Total Stock Market ETF made up 10.57% of Pacific Center for Financial Services's portfolio in Q1 2026, its #3 holding.
  • Pacific Center for Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 37 quarters since.
  • Pacific Center for Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $45.6M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.