PSF
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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
Q2 		$989K Sell
7,194
-25
-0.3% -$3.17K 0.41% 75
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Pacific Sun Financial reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.35% in Q2 2026, selling an estimated $3.17K and leaving 7,194 shares worth $989K. The position accounts for 0.41% of the portfolio, ranked #75.

Pacific Sun Financial first reported a position in VIOO in Q2 2019 and has held it in 25 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Pacific Sun Financial held 7,194 shares of Vanguard S&P Small-Cap 600 ETF worth $989K as of Q2 2026.
  • Pacific Sun Financial sold 25 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $3.17K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.41% of Pacific Sun Financial's portfolio in Q2 2026, its #75 holding.
  • Pacific Sun Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2019 and has held it in 25 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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