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 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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Pacifica Partners's VB Position: Q2 2026 in Review

Pacifica Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 71 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #248.

Pacifica Partners first reported a position in VB in Q4 2020 and has held it in 20 quarters since. The position peaked at $70.8K in Q1 2024. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Pacifica Partners held 71 shares of Vanguard Morningstar Small-Cap ETF worth $21.5K as of Q2 2026.
Pacifica Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #248 holding.
Pacifica Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 20 quarters since.
Pacifica Partners's Vanguard Morningstar Small-Cap ETF position peaked at $70.8K in Q1 2024.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.