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Pacifica Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pacifica Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-71
Closed -$21.5K – 425
2026
Q2 		$21.5K Hold
71
– – 0.01% 248
2026
Q1 		$18.7K Buy
+71
New +$19.2K 0.01% 264
2025
Q2 		– Sell
-257
Closed -$54.2K – 546
2025
Q1 		$54.2K Hold
257
– – 0.02% 189
2024
Q4 		$61.7K Hold
257
– – 0.03% 185
2024
Q3 		$61K Sell
257
-59
-19% -$13.4K 0.03% 193
2024
Q2 		$68.8K Hold
316
– – 0.03% 186
2024
Q1 		$70.8K Hold
316
– – 0.03% 183
2023
Q4 		$62.8K Hold
316
– – 0.03% 186
2023
Q3 		$58.1K Hold
316
– – 0.03% 177
2023
Q2 		$62.5K Hold
316
– – 0.04% 152
2023
Q1 		$58.2K Hold
316
– – 0.04% 161
2022
Q4 		$57.9K Hold
316
– – 0.04% 150
2022
Q3 		$56K Hold
316
– – 0.04% 160
2022
Q2 		$58K Hold
316
– – 0.04% 164
2022
Q1 		$67K Hold
316
– – 0.04% 154
2021
Q4 		$70K Buy
316
+59
+23% +$13.4K 0.05% 151
2021
Q3 		$58K Buy
257
+223
+656% +$49.6K 0.04% 147
2021
Q2 		$8K Hold
34
– – 0.01% 312
2021
Q1 		$7K Hold
34
– – 0.01% 304
2020
Q4 		$7K Buy
+34
New +$6K 0.01% 284

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Pacifica Partners's VB Position: Q3 2026 in Review

Pacifica Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026, closing a stake of 71 shares — an estimated $21.5K sold.

Pacifica Partners first reported a position in VB in Q4 2020 and held it in 20 quarters. The position peaked at $70.8K in Q1 2024. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Pacifica Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Pacifica Partners sold 71 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $21.5K.
  • Pacifica Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and held it in 20 quarters.
  • Pacifica Partners's Vanguard Morningstar Small-Cap ETF position peaked at $70.8K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.