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Pacific Sun Financial’s Vanguard Morningstar 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
Q2 		$1.75M Sell
8,835
-30
-0.3% -$5.8K 0.72% 38
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 $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Pacific Sun Financial reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.34% in Q2 2026, selling an estimated $5.8K and leaving 8,835 shares worth $1.75M. The position accounts for 0.72% of the portfolio, ranked #38.

Pacific Sun Financial first reported a position in VOE in Q4 2017 and has held it in 28 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Pacific Sun Financial held 8,835 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.75M as of Q2 2026.
  • Pacific Sun Financial sold 30 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.72% of Pacific Sun Financial's portfolio in Q2 2026, its #38 holding.
  • Pacific Sun Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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