Pacifica Partners
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Pacifica Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pacifica Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.5K Buy
474
+2
+0.4% +$163 0.01% 194
2026
Q2 		$38K Hold
472
– – 0.01% 204
2026
Q1 		$33.8K Buy
472
+4
+0.9% +$297 0.01% 215
2025
Q4 		$34.3K Sell
468
-1,064
-69% -$77.4K 0.02% 206
2025
Q3 		$112K Sell
1,532
-12
-0.8% -$862 0.04% 144
2025
Q2 		$108K Hold
1,544
– – 0.04% 143
2025
Q1 		$96.2K Buy
1,544
+4
+0.3% +$268 0.04% 146
2024
Q4 		$102K Hold
1,540
– – 0.04% 147
2024
Q3 		$102K Sell
1,540
-676
-31% -$42.4K 0.04% 155
2024
Q2 		$134K Buy
2,216
+4
+0.2% +$243 0.06% 135
2024
Q1 		$136K Buy
2,212
+4
+0.2% +$236 0.06% 128
2023
Q4 		$121K Hold
2,208
– – 0.06% 131
2023
Q3 		$113K Hold
2,208
– – 0.06% 122
2023
Q2 		$121K Buy
2,208
+20
+0.9% +$1.05K 0.07% 114
2023
Q1 		$113K Buy
2,188
+4
+0.2% +$213 0.07% 118
2022
Q4 		$111K Hold
2,184
– – 0.08% 115
2022
Q3 		$108K Hold
2,184
– – 0.08% 119
2022
Q2 		$111K Buy
2,184
+4
+0.2% +$216 0.08% 123
2022
Q1 		$127K Sell
2,180
-8
-0.4% -$469 0.08% 116
2021
Q4 		$135K Buy
2,188
+248
+13% +$15.5K 0.09% 113
2021
Q3 		$119K Buy
1,940
+1,024
+112% +$61.9K 0.09% 105
2021
Q2 		$54K Hold
916
– – 0.04% 146
2021
Q1 		$51K Buy
916
+4
+0.4% +$217 0.04% 141
2020
Q4 		$48K Hold
912
– – 0.05% 133
2020
Q3 		$40K Hold
912
– – 0.04% 132
2020
Q2 		$37K Buy
912
+4
+0.4% +$153 0.04% 144
2020
Q1 		$31K Hold
908
– – 0.04% 157
2019
Q4 		$40K Buy
+908
New +$39K 0.04% 150

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SigFig Wealth Management
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MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Pacifica Partners's VO Position: Q3 2026 in Review

Pacifica Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.42% in Q3 2026, buying an estimated $163 and bringing the position to 474 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #194.

Pacifica Partners first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $136K in Q1 2024. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Pacifica Partners held 474 shares of Vanguard Morningstar Mid-Cap ETF worth $37.5K as of Q3 2026.
  • Pacifica Partners bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $163.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #194 holding.
  • Pacifica Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $136K in Q1 2024.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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