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Pacific Sun Financial’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Pacific Sun Financial’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
8,865
-20
-0.2% -$3.74K 0.79% 34
2025
Q4 		$1.58M Sell
8,885
-60
-0.7% -$10.5K 0.76% 34
2025
Q3 		$1.56M Sell
8,945
-485
-5% -$82.5K 0.75% 37
2025
Q2 		$1.55M Sell
9,430
-40
-0.4% -$6.33K 0.81% 34
2025
Q1 		$1.52M Buy
9,470
+70
+0.7% +$11.4K 0.86% 31
2024
Q4 		$1.52M Sell
9,400
-20
-0.2% -$3.37K 0.83% 32
2024
Q3 		$1.58M Sell
9,420
-375
-4% -$59.6K 0.87% 34
2024
Q2 		$1.47M Sell
9,795
-460
-4% -$69.8K 0.87% 35
2024
Q1 		$1.6M Sell
10,255
-90
-0.9% -$13.2K 0.93% 29
2023
Q4 		$1.5M Sell
10,345
-15
-0.1% -$2.02K 0.95% 28
2023
Q3 		$1.36M Sell
10,360
-338
-3% -$46.8K 0.94% 30
2023
Q2 		$1.43M Buy
+10,698
New +$1.43M 0.96% 29
2022
Q4 		$1.47M Sell
10,888
-310
-3% -$41.6K 1.04% 26
2022
Q3 		$1.36M Sell
11,198
-265
-2% -$35.9K 0.96% 29
2022
Q2 		$1.49M Buy
11,463
+50
+0.4% +$7.07K 0.98% 28
2022
Q1 		$1.71M Buy
11,413
+318
+3% +$46.8K 0.94% 28
2021
Q4 		$1.67M Buy
11,095
+95
+0.9% +$13.9K 0.89% 35
2021
Q3 		$1.54M Buy
+11,000
New +$1.56M 0.88% 34
2020
Q3 		$1.01M Sell
9,990
-80
-0.8% -$8.1K 0.85% 36
2020
Q2 		$964K Sell
10,070
-30
-0.3% -$2.75K 0.87% 35
2020
Q1 		$821K Buy
10,100
+775
+8% +$83.5K 0.94% 32
2019
Q4 		$1.11M Buy
9,325
+50
+0.5% +$5.76K 0.98% 30
2019
Q3 		$1.05M Buy
9,275
+145
+2% +$16.1K 0.99% 31
2019
Q2 		$1.02M Buy
+9,130
New +$1,000K 0.97% 34
2018
Q2 		$975K Buy
8,550
+50
+0.6% +$5.54K 1% 33
2018
Q1 		$930K Buy
8,500
+5,519
+185% +$621K 1.23% 27
2017
Q4 		$333K Buy
+2,981
New +$323K 0.18% 99

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pacific Sun Financial reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.23% in Q1 2026, selling an estimated $3.74K and leaving 8,865 shares worth $1.63M. The position accounts for 0.79% of the portfolio, ranked #34.

Pacific Sun Financial first reported a position in VOE in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.71M in Q1 2022. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Pacific Sun Financial held 8,865 shares of Vanguard Mid-Cap Value ETF worth $1.63M as of Q1 2026.
  • Pacific Sun Financial sold 20 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $3.74K.
  • Vanguard Mid-Cap Value ETF made up 0.79% of Pacific Sun Financial's portfolio in Q1 2026, its #34 holding.
  • Pacific Sun Financial first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and has held it in 27 quarters since.
  • Pacific Sun Financial's Vanguard Mid-Cap Value ETF position peaked at $1.71M in Q1 2022.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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