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
2026 Q2	$220K	Buy	+640	New	+$214K	0.09%	201
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 $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

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

Pacific Sun Financial opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 640 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings. This is a return to the name: Pacific Sun Financial previously reported a position in VV as recently as Q2 2025.

Pacific Sun Financial first reported a position in VV in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2017. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Pacific Sun Financial held 640 shares of Vanguard Morningstar Large-Cap ETF worth $220K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Pacific Sun Financial position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Pacific Sun Financial's portfolio in Q2 2026, its #201 holding.
Pacific Sun Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 10 quarters since.
Pacific Sun Financial's Vanguard Morningstar Large-Cap ETF position peaked at $2.1M in Q4 2017.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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