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

Pacific Sun Financial’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Sell
10,884
-160
-1% -$16.6K 0.54% 58
2025
Q4 		$1.08M Sell
11,044
-460
-4% -$44.4K 0.52% 59
2025
Q3 		$1.1M Sell
11,504
-180
-2% -$16.5K 0.53% 56
2025
Q2 		$1,000K Sell
11,684
-660
-5% -$53.6K 0.52% 58
2025
Q1 		$1.04M Sell
12,344
-150
-1% -$13.6K 0.59% 50
2024
Q4 		$1.17M Buy
12,494
+120
+1% +$11.4K 0.64% 46
2024
Q3 		$1.14M Sell
12,374
-380
-3% -$33.9K 0.63% 48
2024
Q2 		$1.07M Sell
12,754
-160
-1% -$13.5K 0.63% 48
2024
Q1 		$1.14M Sell
12,914
-110
-0.8% -$9.38K 0.66% 45
2023
Q4 		$1.15M Buy
13,024
+30
+0.2% +$2.36K 0.73% 42
2023
Q3 		$1M Sell
12,994
-100
-0.8% -$8.22K 0.69% 43
2023
Q2 		$1.06M Buy
+13,094
New +$1.03M 0.71% 40
2022
Q4 		$1.04M Sell
13,194
-100
-0.8% -$7.97K 0.73% 40
2022
Q3 		$949K Hold
13,294
– – 0.67% 46
2022
Q2 		$1.02M Sell
13,294
-40
-0.3% -$3.32K 0.67% 43
2022
Q1 		$1.18M Buy
13,334
+300
+2% +$26.4K 0.65% 48
2021
Q4 		$1.18M Buy
13,034
+490
+4% +$44.4K 0.63% 52
2021
Q3 		$1.09M Buy
+12,544
New +$1.09M 0.63% 52
2020
Q3 		$643K Sell
12,114
-100
-0.8% -$5.45K 0.54% 62
2020
Q2 		$637K Buy
12,214
+450
+4% +$21.9K 0.57% 62
2020
Q1 		$509K Buy
11,764
+2,594
+28% +$155K 0.58% 61
2019
Q4 		$637K Sell
9,170
-660
-7% -$44.2K 0.56% 62
2019
Q3 		$637K Buy
9,830
+1,236
+14% +$78.4K 0.6% 60
2019
Q2 		$551K Buy
+8,594
New +$551K 0.53% 67
2018
Q2 		$295K Buy
4,060
+50
+1% +$3.45K 0.3% 96
2018
Q1 		$261K Buy
+4,010
New +$266K 0.34% 91

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

Pacific Sun Financial reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.4% in Q1 2026, selling an estimated $16.6K and leaving 10,884 shares worth $1.11M. The position accounts for 0.54% of the portfolio, ranked #58.

Pacific Sun Financial first reported a position in VIOV in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.18M in Q1 2022. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Pacific Sun Financial held 10,884 shares of Vanguard S&P Small-Cap 600 Value ETF worth $1.11M as of Q1 2026.
  • Pacific Sun Financial sold 160 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $16.6K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.54% of Pacific Sun Financial's portfolio in Q1 2026, its #58 holding.
  • Pacific Sun Financial first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.18M in Q1 2022.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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