Pacific Sun Financial’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Pacific Sun Financial’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$230K	Buy	3,390 +120	+4%	+$8.68K	0.11%	186
2025 Q4	$242K	Hold	3,270	–	–	0.12%	177
2025 Q3	$237K	Hold	3,270	–	–	0.11%	175
2025 Q2	$216K	Buy	+3,270	New	+$195K	0.11%	177
2024 Q4	–	Sell	-4,170	Closed	-$240K	–	188
2024 Q3	$240K	Hold	4,170	–	–	0.13%	163
2024 Q2	$232K	Buy	4,170 +60	+1%	+$3.11K	0.14%	159
2024 Q1	$209K	Buy	+4,110	New	+$198K	0.12%	172
2022 Q2	–	Sell	-4,470	Closed	-$205K	–	185
2022 Q1	$205K	Buy	+4,470	New	+$202K	0.11%	184

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Pacific Sun Financial increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.7% in Q1 2026, buying an estimated $8.68K and bringing the position to 3,390 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #186.

Pacific Sun Financial first reported a position in VOOG in Q1 2022 and has held it in 8 quarters since. The position peaked at $242K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Pacific Sun Financial held 3,390 shares of Vanguard S&P 500 Growth ETF worth $230K as of Q1 2026.
Pacific Sun Financial bought 120 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $8.68K.
Vanguard S&P 500 Growth ETF made up 0.11% of Pacific Sun Financial's portfolio in Q1 2026, its #186 holding.
Pacific Sun Financial first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 8 quarters since.
Pacific Sun Financial's Vanguard S&P 500 Growth ETF position peaked at $242K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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