PSF
VIOG icon

Pacific Sun Financial’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Pacific Sun Financial’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$705K Buy
4,597
+50
+1% +$6.96K 0.29% 108
2026
Q1 		$566K Buy
4,547
+170
+4% +$21.7K 0.27% 115
2025
Q4 		$531K Sell
4,377
-75
-2% -$9.12K 0.26% 115
2025
Q3 		$542K Sell
4,452
-50
-1% -$5.93K 0.26% 113
2025
Q2 		$515K Sell
4,502
-370
-8% -$39.8K 0.27% 110
2025
Q1 		$521K Buy
4,872
+220
+5% +$25.3K 0.3% 107
2024
Q4 		$541K Buy
4,652
+30
+0.6% +$3.65K 0.29% 104
2024
Q3 		$554K Buy
4,622
+20
+0.4% +$2.32K 0.31% 100
2024
Q2 		$507K Sell
4,602
-70
-1% -$7.7K 0.3% 103
2024
Q1 		$525K Sell
4,672
-40
-0.8% -$4.29K 0.31% 104
2023
Q4 		$507K Sell
4,712
-20
-0.4% -$1.93K 0.32% 100
2023
Q3 		$446K Buy
4,732
+110
+2% +$10.9K 0.31% 103
2023
Q2 		$438K Buy
+4,622
New +$435K 0.29% 107
2022
Q4 		$414K Buy
4,442
+224
+5% +$21.2K 0.29% 106
2022
Q3 		$369K Buy
4,218
+700
+20% +$67.7K 0.26% 117
2022
Q2 		$318K Buy
3,518
+200
+6% +$19.5K 0.21% 129
2022
Q1 		$358K Buy
3,318
+180
+6% +$19.5K 0.2% 129
2021
Q4 		$375K Buy
3,138
+120
+4% +$14.1K 0.2% 128
2021
Q3 		$339K Buy
+3,018
New +$343K 0.19% 126
2020
Q3 		$220K Hold
2,898
– – 0.18% 140
2020
Q2 		$212K Buy
+2,898
New +$194K 0.19% 135
2020
Q1 		– Sell
-2,968
Closed -$246K – 140
2019
Q4 		$246K Buy
2,968
+80
+3% +$6.34K 0.22% 121
2019
Q3 		$222K Buy
2,888
+40
+1% +$3.1K 0.21% 126
2019
Q2 		$223K Buy
+2,848
New +$220K 0.21% 123

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

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

Pacific Sun Financial increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1.1% in Q2 2026, buying an estimated $6.96K and bringing the position to 4,597 shares worth $705K. The position accounts for 0.29% of the portfolio, ranked #108.

Pacific Sun Financial first reported a position in VIOG in Q2 2019 and has held it in 24 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Pacific Sun Financial held 4,597 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $705K as of Q2 2026.
  • Pacific Sun Financial bought 50 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $6.96K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.29% of Pacific Sun Financial's portfolio in Q2 2026, its #108 holding.
  • Pacific Sun Financial first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2019 and has held it in 24 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

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