Pacific Sun Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-860	Closed	-$245K	–	201
2025 Q2	$245K	Hold	860	–	–	0.13%	168
2025 Q1	$221K	Hold	860	–	–	0.13%	170
2024 Q4	$232K	Hold	860	–	–	0.13%	165
2024 Q3	$226K	Buy	860 +10	+1%	+$2.54K	0.12%	170
2024 Q2	$212K	Hold	850	–	–	0.13%	171
2024 Q1	$204K	Buy	+850	New	+$194K	0.12%	176
2022 Q3	–	Sell	-1,240	Closed	-$214K	–	180
2022 Q2	$214K	Buy	1,240 +280	+29%	+$52.6K	0.14%	169
2022 Q1	$200K	Buy	+960	New	+$197K	0.11%	185
2018 Q1	–	Sell	-17,123	Closed	-$2.1M	–	205
2017 Q4	$2.1M	Buy	+17,123	New	+$2.05M	1.15%	28

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacific Sun Financial's VV Position: Q3 2025 in Review

Pacific Sun Financial sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2025, closing a stake of 860 shares — an estimated $245K sold.

Pacific Sun Financial first reported a position in VV in Q4 2017 and held it in 9 quarters. The position peaked at $2.1M in Q4 2017. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Pacific Sun Financial reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
Pacific Sun Financial sold 860 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $245K.
Pacific Sun Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and held it in 9 quarters.
Pacific Sun Financial's Vanguard Morningstar Large-Cap ETF position peaked at $2.1M in Q4 2017.
1,265 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on Pacific Sun Financial's 13F filing for Q3 2025, filed 13 Nov 2025.