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Pacific Sun Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pacific Sun Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$759K Sell
9,419
-33
-0.3% -$2.56K 0.31% 97
2026
Q1 		$679K Buy
9,452
+804
+9% +$59.7K 0.33% 91
2025
Q4 		$627K Buy
8,648
+136
+2% +$9.89K 0.3% 96
2025
Q3 		$625K Buy
8,512
+48
+0.6% +$3.45K 0.3% 95
2025
Q2 		$592K Sell
8,464
-336
-4% -$22.1K 0.31% 95
2025
Q1 		$569K Buy
8,800
+544
+7% +$36.5K 0.32% 92
2024
Q4 		$545K Buy
8,256
+364
+5% +$24.7K 0.3% 103
2024
Q3 		$521K Sell
7,892
-440
-5% -$27.6K 0.29% 105
2024
Q2 		$504K Buy
8,332
+72
+0.9% +$4.38K 0.3% 104
2024
Q1 		$516K Sell
8,260
-732
-8% -$43.3K 0.3% 105
2023
Q4 		$523K Sell
8,992
-4
-0% -$214 0.33% 95
2023
Q3 		$468K Buy
8,996
+220
+3% +$12.1K 0.32% 97
2023
Q2 		$463K Buy
+8,776
New +$460K 0.31% 101
2022
Q4 		$442K Sell
8,676
-40
-0.5% -$2.04K 0.31% 102
2022
Q3 		$410K Buy
8,716
+64
+0.7% +$3.35K 0.29% 110
2022
Q2 		$426K Buy
8,652
+760
+10% +$41.1K 0.28% 111
2022
Q1 		$469K Buy
7,892
+1,768
+29% +$104K 0.26% 113
2021
Q4 		$390K Buy
6,124
+1,000
+20% +$62.7K 0.21% 124
2021
Q3 		$303K Buy
+5,124
New +$310K 0.17% 137
2020
Q3 		$365K Sell
8,288
-8
-0.1% -$349 0.3% 100
2020
Q2 		$340K Sell
8,296
-20
-0.2% -$766 0.31% 101
2020
Q1 		$274K Buy
8,316
+1,416
+21% +$58.6K 0.31% 104
2019
Q4 		$307K Buy
6,900
+12
+0.2% +$515 0.27% 108
2019
Q3 		$289K Buy
6,888
+1,132
+20% +$47.3K 0.27% 107
2019
Q2 		$241K Buy
+5,756
New +$236K 0.23% 116
2018
Q2 		$231K Buy
5,656
+376
+7% +$14.8K 0.24% 114
2018
Q1 		$204K Buy
+5,280
New +$208K 0.27% 106

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Pacific Sun Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.35% in Q2 2026, selling an estimated $2.56K and leaving 9,419 shares worth $759K. The position accounts for 0.31% of the portfolio, ranked #97.

Pacific Sun Financial first reported a position in VO in Q1 2018 and has held it in 27 quarters since. 2,487 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pacific Sun Financial held 9,419 shares of Vanguard Morningstar Mid-Cap ETF worth $759K as of Q2 2026.
  • Pacific Sun Financial sold 33 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.56K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.31% of Pacific Sun Financial's portfolio in Q2 2026, its #97 holding.
  • Pacific Sun Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 27 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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