Pacific Life Fund Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Pacific Life Fund Advisors’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-292,852	Closed	-$74.3M	–	25
2024 Q4	$74.3M	Buy	292,852 +41,160	+16%	+$10.6M	7.71%	3
2024 Q3	$61.3M	Sell	251,692 -54,591	-18%	-$12.7M	6.05%	5
2024 Q2	$70.3M	Sell	306,283 -980	-0.3%	-$225K	7.02%	3
2024 Q1	$72.4M	Sell	307,263 -27,801	-8%	-$6.23M	7.11%	5
2023 Q4	$73.6M	Sell	335,064 -1,772	-0.5%	-$354K	7.36%	5
2023 Q3	$65.6M	Buy	336,836 +40,712	+14%	+$8.31M	6.94%	5
2023 Q2	$60.9M	Buy	+296,124	New	+$57.4M	6.19%	5

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Pacific Life Fund Advisors's VOT Position: Q1 2025 in Review

Pacific Life Fund Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 292,852 shares — an estimated $74.3M sold.

Pacific Life Fund Advisors first reported a position in VOT in Q2 2023 and held it in 7 quarters. The position peaked at $74.3M in Q4 2024. 977 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Pacific Life Fund Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Pacific Life Fund Advisors sold 292,852 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $74.3M.
Pacific Life Fund Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 7 quarters.
Pacific Life Fund Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $74.3M in Q4 2024.
977 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Pacific Life Fund Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.