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

Pacific Sun Financial’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$715K Sell
1,954
-70
-3% -$23.8K 0.29% 107
2026
Q1 		$612K Sell
2,024
-10
-0.5% -$3.14K 0.3% 104
2025
Q4 		$614K Sell
2,034
-30
-1% -$9.05K 0.3% 99
2025
Q3 		$614K Hold
2,064
– – 0.3% 98
2025
Q2 		$572K Sell
2,064
-50
-2% -$12.9K 0.3% 100
2025
Q1 		$532K Buy
2,114
+10
+0.5% +$2.77K 0.3% 102
2024
Q4 		$589K Sell
2,104
-20
-0.9% -$5.65K 0.32% 94
2024
Q3 		$568K Sell
2,124
-10
-0.5% -$2.56K 0.31% 99
2024
Q2 		$534K Hold
2,134
– – 0.32% 100
2024
Q1 		$556K Hold
2,134
– – 0.32% 101
2023
Q4 		$516K Hold
2,134
– – 0.33% 98
2023
Q3 		$457K Hold
2,134
– – 0.32% 101
2023
Q2 		$462K Buy
+2,134
New +$464K 0.31% 102
2022
Q4 		$430K Buy
2,144
+1
+0% +$205 0.3% 105
2022
Q3 		$418K Hold
2,143
– – 0.29% 107
2022
Q2 		$422K Buy
2,143
+1
+0% +$217 0.28% 113
2022
Q1 		$531K Buy
2,142
+40
+2% +$9.85K 0.29% 102
2021
Q4 		$592K Buy
2,102
+10
+0.5% +$2.87K 0.32% 98
2021
Q3 		$586K Buy
+2,092
New +$599K 0.34% 91
2020
Q3 		$463K Sell
2,152
-55
-2% -$11.6K 0.39% 86
2020
Q2 		$441K Hold
2,207
– – 0.4% 84
2020
Q1 		$332K Sell
2,207
-140
-6% -$26K 0.38% 87
2019
Q4 		$466K Sell
2,347
-140
-6% -$26.6K 0.41% 85
2019
Q3 		$453K Buy
2,487
+10
+0.4% +$1.86K 0.43% 82
2019
Q2 		$461K Buy
+2,477
New +$451K 0.44% 79
2018
Q2 		$418K Buy
2,304
+80
+4% +$13.7K 0.43% 77
2018
Q1 		$365K Buy
+2,224
New +$367K 0.48% 73

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Pacific Sun Financial reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.5% in Q2 2026, selling an estimated $23.8K and leaving 1,954 shares worth $715K. The position accounts for 0.29% of the portfolio, ranked #107.

Pacific Sun Financial first reported a position in VBK in Q1 2018 and has held it in 27 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Pacific Sun Financial held 1,954 shares of Vanguard Morningstar Small-Cap Growth ETF worth $715K as of Q2 2026.
  • Pacific Sun Financial sold 70 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $23.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.29% of Pacific Sun Financial's portfolio in Q2 2026, its #107 holding.
  • Pacific Sun Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 27 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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