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Pacific Sun Financial’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pacific Sun Financial's VBK Position: Q1 2026 in Review

Pacific Sun Financial reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.49% in Q1 2026, selling an estimated $3.14K and leaving 2,024 shares worth $612K. The position accounts for 0.3% of the portfolio, ranked #104.

Pacific Sun Financial first reported a position in VBK in Q1 2018 and has held it in 26 quarters since. The position peaked at $614K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Pacific Sun Financial held 2,024 shares of Vanguard Small-Cap Growth ETF worth $612K as of Q1 2026.
  • Pacific Sun Financial sold 10 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $3.14K.
  • Vanguard Small-Cap Growth ETF made up 0.3% of Pacific Sun Financial's portfolio in Q1 2026, its #104 holding.
  • Pacific Sun Financial first reported a position in Vanguard Small-Cap Growth ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's Vanguard Small-Cap Growth ETF position peaked at $614K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.