Pacifica Partners
VTI icon

Pacifica Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pacifica Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.85M Buy
12,933
+5,770
+81% +$2.16M 1.46% 24
2026
Q2 		$2.64M Buy
7,163
+618
+9% +$221K 0.8% 35
2026
Q1 		$2.1M Sell
6,545
-423
-6% -$142K 0.7% 38
2025
Q4 		$2.34M Sell
6,968
-151
-2% -$50.2K 1.04% 31
2025
Q3 		$2.34M Sell
7,119
-51
-0.7% -$16.1K 0.84% 36
2025
Q2 		$2.17M Sell
7,170
-350
-5% -$98.4K 0.88% 36
2025
Q1 		$1.99M Sell
7,520
-277
-4% -$80.5K 0.91% 35
2024
Q4 		$2.26M Sell
7,797
-118
-1% -$34.4K 0.97% 32
2024
Q3 		$2.24M Sell
7,915
-5
-0.1% -$1.36K 0.93% 33
2024
Q2 		$2.14M Sell
7,920
-87
-1% -$22.5K 0.92% 29
2024
Q1 		$2.06M Sell
8,007
-238
-3% -$58.9K 0.91% 30
2023
Q4 		$1.87M Buy
8,245
+128
+2% +$28.3K 0.92% 35
2023
Q3 		$1.71M Buy
8,117
+170
+2% +$37.6K 0.93% 34
2023
Q2 		$1.75M Sell
7,947
-194
-2% -$40.5K 0.99% 36
2023
Q1 		$1.65M Sell
8,141
-94
-1% -$18.8K 0.99% 35
2022
Q4 		$1.57M Sell
8,235
-325
-4% -$62.6K 1.07% 35
2022
Q3 		$1.62M Sell
8,560
-51
-0.6% -$10.2K 1.17% 31
2022
Q2 		$1.67M Buy
8,611
+1,145
+15% +$235K 1.15% 30
2022
Q1 		$1.65M Buy
7,466
+378
+5% +$85K 1.08% 31
2021
Q4 		$1.68M Sell
7,088
-767
-10% -$181K 1.1% 30
2021
Q3 		$1.8M Sell
7,855
-27
-0.3% -$6.16K 1.31% 30
2021
Q2 		$1.76M Buy
7,882
+401
+5% +$87K 1.33% 29
2021
Q1 		$1.57M Buy
7,481
+4,215
+129% +$853K 1.3% 28
2020
Q4 		$633K Sell
3,266
-37
-1% -$6.76K 0.61% 48
2020
Q3 		$563K Sell
3,303
-98
-3% -$16.5K 0.61% 47
2020
Q2 		$536K Sell
3,401
-146
-4% -$21.5K 0.6% 45
2020
Q1 		$468K Sell
3,547
-49
-1% -$7.58K 0.58% 43
2019
Q4 		$588K Buy
+3,596
New +$563K 0.57% 44

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Pacifica Partners's VTI Position: Q3 2026 in Review

Pacifica Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 81% in Q3 2026, buying an estimated $2.16M and bringing the position to 12,933 shares worth $4.85M. The position accounts for 1.46% of the portfolio, ranked #24.

Pacifica Partners first reported a position in VTI in Q4 2019 and has held it in 28 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Pacifica Partners held 12,933 shares of Vanguard Morningstar Total Stock Market ETF worth $4.85M as of Q3 2026.
  • Pacifica Partners bought 5,770 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.16M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.46% of Pacifica Partners's portfolio in Q3 2026, its #24 holding.
  • Pacifica Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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