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Pacific Sun Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pacific Sun Financial’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96M Sell
6,474
-20
-0.3% -$5.73K 0.81% 31
2026
Q1 		$1.7M Buy
6,494
+16
+0.2% +$4.33K 0.82% 33
2025
Q4 		$1.67M Sell
6,478
-181
-3% -$46.4K 0.8% 32
2025
Q3 		$1.69M Sell
6,659
-100
-1% -$24.8K 0.82% 32
2025
Q2 		$1.6M Sell
6,759
-364
-5% -$81.2K 0.84% 33
2025
Q1 		$1.58M Sell
7,123
-6
-0.1% -$1.43K 0.9% 29
2024
Q4 		$1.71M Sell
7,129
-65
-0.9% -$16K 0.93% 30
2024
Q3 		$1.71M Sell
7,194
-245
-3% -$55.7K 0.94% 28
2024
Q2 		$1.62M Sell
7,439
-80
-1% -$17.6K 0.96% 27
2024
Q1 		$1.72M Sell
7,519
-135
-2% -$29K 1% 24
2023
Q4 		$1.63M Sell
7,654
-125
-2% -$24.1K 1.03% 26
2023
Q3 		$1.47M Sell
7,779
-285
-4% -$56.8K 1.02% 25
2023
Q2 		$1.53M Buy
+8,064
New +$1.52M 1.02% 25
2022
Q4 		$1.49M Sell
8,099
-760
-9% -$141K 1.05% 24
2022
Q3 		$1.51M Buy
8,859
+45
+0.5% +$8.5K 1.06% 26
2022
Q2 		$1.55M Buy
8,814
+472
+6% +$91.1K 1.02% 26
2022
Q1 		$1.77M Buy
8,342
+532
+7% +$112K 0.97% 26
2021
Q4 		$1.76M Buy
7,810
+351
+5% +$79.8K 0.94% 31
2021
Q3 		$1.63M Buy
+7,459
New +$1.66M 0.94% 31
2020
Q3 		$949K Buy
6,173
+40
+0.7% +$6.14K 0.79% 41
2020
Q2 		$894K Buy
6,133
+30
+0.5% +$4.03K 0.81% 43
2020
Q1 		$705K Buy
6,103
+342
+6% +$51.4K 0.81% 43
2019
Q4 		$954K Hold
5,761
– – 0.84% 41
2019
Q3 		$887K Buy
5,761
+174
+3% +$27K 0.84% 43
2019
Q2 		$875K Buy
+5,587
New +$863K 0.84% 43
2018
Q2 		$917K Buy
5,692
+20
+0.4% +$3.06K 0.94% 41
2018
Q1 		$833K Sell
5,672
-704
-11% -$105K 1.1% 34
2017
Q4 		$942K Buy
+6,376
New +$922K 0.52% 66

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pacific Sun Financial's VB Position: Q2 2026 in Review

Pacific Sun Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.31% in Q2 2026, selling an estimated $5.73K and leaving 6,474 shares worth $1.96M. The position accounts for 0.81% of the portfolio, ranked #31.

Pacific Sun Financial first reported a position in VB in Q4 2017 and has held it in 28 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Pacific Sun Financial held 6,474 shares of Vanguard Morningstar Small-Cap ETF worth $1.96M as of Q2 2026.
  • Pacific Sun Financial sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.81% of Pacific Sun Financial's portfolio in Q2 2026, its #31 holding.
  • Pacific Sun Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.