Pacifica Partners
VOO icon

Pacifica Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Pacifica Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$576K Buy
820
+21
+3% +$14.7K 0.17% 72
2026
Q2 		$547K Sell
799
-213
-21% -$142K 0.17% 74
2026
Q1 		$605K Buy
1,012
+474
+88% +$296K 0.2% 72
2025
Q4 		$338K Sell
538
-81
-13% -$50.3K 0.15% 77
2025
Q3 		$380K Sell
619
-7
-1% -$4.13K 0.14% 87
2025
Q2 		$355K Sell
626
-100
-14% -$52.6K 0.14% 79
2025
Q1 		$359K Sell
726
-55
-7% -$29.7K 0.16% 78
2024
Q4 		$420K Sell
781
-26
-3% -$14.1K 0.18% 72
2024
Q3 		$426K Sell
807
-182
-18% -$92.5K 0.18% 77
2024
Q2 		$501K Hold
989
– – 0.22% 67
2024
Q1 		$472K Buy
989
+264
+36% +$121K 0.21% 70
2023
Q4 		$304K Buy
725
+90
+14% +$36.8K 0.15% 88
2023
Q3 		$248K Buy
635
+150
+31% +$61.3K 0.13% 84
2023
Q2 		$197K Hold
485
– – 0.11% 88
2023
Q1 		$182K Hold
485
– – 0.11% 93
2022
Q4 		$170K Hold
485
– – 0.12% 93
2022
Q3 		$167K Hold
485
– – 0.12% 88
2022
Q2 		$173K Buy
485
+172
+55% +$64.8K 0.12% 92
2022
Q1 		$126K Hold
313
– – 0.08% 117
2021
Q4 		$135K Hold
313
– – 0.09% 114
2021
Q3 		$128K Hold
313
– – 0.09% 101
2021
Q2 		$123K Hold
313
– – 0.09% 97
2021
Q1 		$116K Sell
313
-15
-5% -$5.32K 0.1% 97
2020
Q4 		$111K Sell
328
-50
-13% -$16.3K 0.11% 90
2020
Q3 		$116K Sell
378
-100
-21% -$30.5K 0.13% 82
2020
Q2 		$137K Hold
478
– – 0.15% 80
2020
Q1 		$116K Buy
478
+50
+12% +$14K 0.14% 79
2019
Q4 		$127K Buy
+428
New +$121K 0.12% 86

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AssetMark Inc
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CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pacifica Partners's VOO Position: Q3 2026 in Review

Pacifica Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q3 2026, buying an estimated $14.7K and bringing the position to 820 shares worth $576K. The position accounts for 0.17% of the portfolio, ranked #72.

Pacifica Partners first reported a position in VOO in Q4 2019 and has held it in 28 quarters since. The position peaked at $605K in Q1 2026. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Pacifica Partners held 820 shares of Vanguard S&P 500 ETF worth $576K as of Q3 2026.
  • Pacifica Partners bought 21 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard S&P 500 ETF made up 0.17% of Pacifica Partners's portfolio in Q3 2026, its #72 holding.
  • Pacifica Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's Vanguard S&P 500 ETF position peaked at $605K in Q1 2026.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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