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

Pacific Sun Financial’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$829K Buy
7,219
+179
+3% +$21K 0.4% 74
2025
Q4 		$781K Buy
7,040
+10
+0.1% +$1.11K 0.38% 76
2025
Q3 		$777K Sell
7,030
-20
-0.3% -$2.13K 0.38% 77
2025
Q2 		$714K Buy
7,050
+20
+0.3% +$1.91K 0.37% 78
2025
Q1 		$678K Buy
7,030
+16
+0.2% +$1.66K 0.39% 78
2024
Q4 		$744K Sell
7,014
-4
-0.1% -$442 0.41% 76
2024
Q3 		$759K Sell
7,018
-394
-5% -$41K 0.42% 72
2024
Q2 		$728K Sell
7,412
-30
-0.4% -$2.95K 0.43% 72
2024
Q1 		$755K Buy
7,442
+130
+2% +$12.6K 0.44% 70
2023
Q4 		$725K Sell
7,312
-130
-2% -$11.6K 0.46% 65
2023
Q3 		$650K Hold
7,442
– – 0.45% 67
2023
Q2 		$661K Buy
+7,442
New +$652K 0.44% 69
2022
Q4 		$646K Sell
7,452
-116
-2% -$10.3K 0.46% 69
2022
Q3 		$611K Sell
7,568
-50
-0.7% -$4.47K 0.43% 73
2022
Q2 		$648K Sell
7,618
-66
-0.9% -$6.03K 0.43% 75
2022
Q1 		$761K Buy
7,684
+90
+1% +$8.9K 0.42% 76
2021
Q4 		$798K Buy
7,594
+60
+0.8% +$6.3K 0.43% 75
2021
Q3 		$759K Buy
+7,534
New +$762K 0.44% 73
2020
Q3 		$439K Buy
6,806
+12
+0.2% +$788 0.37% 87
2020
Q2 		$425K Sell
6,794
-76
-1% -$4.38K 0.38% 86
2020
Q1 		$352K Buy
6,870
+908
+15% +$61.4K 0.4% 85
2019
Q4 		$454K Sell
5,962
-10
-0.2% -$736 0.4% 86
2019
Q3 		$426K Buy
5,972
+524
+10% +$37K 0.4% 86
2019
Q2 		$389K Buy
+5,448
New +$385K 0.37% 92

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pacific Sun Financial increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.5% in Q1 2026, buying an estimated $21K and bringing the position to 7,219 shares worth $829K. The position accounts for 0.4% of the portfolio, ranked #74.

Pacific Sun Financial first reported a position in VIOO in Q2 2019 and has held it in 24 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Pacific Sun Financial held 7,219 shares of Vanguard S&P Small-Cap 600 ETF worth $829K as of Q1 2026.
  • Pacific Sun Financial bought 179 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $21K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.4% of Pacific Sun Financial's portfolio in Q1 2026, its #74 holding.
  • Pacific Sun Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2019 and has held it in 24 quarters since.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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