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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Sell	1,500 -90	-6%	-$26K	0.19%	141
2026 Q1	$409K	Hold	1,590	–	–	0.2%	140
2025 Q4	$444K	Hold	1,590	–	–	0.21%	127
2025 Q3	$467K	Hold	1,590	–	–	0.23%	123
2025 Q2	$452K	Hold	1,590	–	–	0.24%	123
2025 Q1	$389K	Hold	1,590	–	–	0.22%	130
2024 Q4	$403K	Hold	1,590	–	–	0.22%	124
2024 Q3	$387K	Buy	1,590 +10	+0.6%	+$2.33K	0.21%	128
2024 Q2	$363K	Hold	1,580	–	–	0.21%	127
2024 Q1	$373K	Hold	1,580	–	–	0.22%	131
2023 Q4	$347K	Buy	1,580 +5	+0.3%	+$1K	0.22%	123
2023 Q3	$307K	Buy	1,575 +10	+0.6%	+$2.04K	0.21%	125
2023 Q2	$305K	Buy	+1,565	New	+$303K	0.2%	130
2022 Q4	$281K	Buy	1,565 +28	+2%	+$5.07K	0.2%	136
2022 Q3	$262K	Buy	1,537 +42	+3%	+$7.95K	0.18%	144
2022 Q2	$262K	Buy	1,495 +25	+2%	+$4.84K	0.17%	148
2022 Q1	$328K	Buy	1,470 +120	+9%	+$26.5K	0.18%	141
2021 Q4	$344K	Buy	1,350 +50	+4%	+$12.6K	0.18%	135
2021 Q3	$307K	Buy	+1,300	New	+$315K	0.18%	135
2020 Q3	$234K	Hold	1,300	–	–	0.2%	137
2020 Q2	$215K	Buy	+1,300	New	+$197K	0.19%	134
2020 Q1	–	Sell	-1,300	Closed	-$206K	–	141
2019 Q4	$206K	Buy	+1,300	New	+$198K	0.18%	138

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Pacific Sun Financial reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.7% in Q2 2026, selling an estimated $26K and leaving 1,500 shares worth $459K. The position accounts for 0.19% of the portfolio, ranked #141.

Pacific Sun Financial first reported a position in VOT in Q4 2019 and has held it in 22 quarters since. The position peaked at $467K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Pacific Sun Financial held 1,500 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $459K as of Q2 2026.
Pacific Sun Financial sold 90 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $26K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.19% of Pacific Sun Financial's portfolio in Q2 2026, its #141 holding.
Pacific Sun Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
Pacific Sun Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $467K in Q3 2025.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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