Pacifica Partners
VUG icon

Pacifica Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pacifica Partners’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326K Sell
3,609
-94
-3% -$8.23K 0.1% 89
2026
Q2 		$317K Sell
3,703
-503
-12% -$42.3K 0.1% 94
2026
Q1 		$306K Sell
4,206
-114
-3% -$8.87K 0.1% 91
2025
Q4 		$350K Buy
4,320
+6
+0.1% +$487 0.16% 76
2025
Q3 		$347K Sell
4,314
-402
-9% -$30.7K 0.12% 91
2025
Q2 		$343K Sell
4,716
-1,122
-19% -$73.9K 0.14% 82
2025
Q1 		$346K Buy
5,838
+6
+0.1% +$405 0.16% 81
2024
Q4 		$398K Sell
5,832
-900
-13% -$60.5K 0.17% 75
2024
Q3 		$431K Hold
6,732
– – 0.18% 76
2024
Q2 		$429K Buy
6,732
+120
+2% +$7K 0.18% 70
2024
Q1 		$380K Sell
6,612
-594
-8% -$32.7K 0.17% 76
2023
Q4 		$358K Sell
7,206
-294
-4% -$14.2K 0.18% 77
2023
Q3 		$342K Sell
7,500
-996
-12% -$47K 0.19% 72
2023
Q2 		$401K Sell
8,496
-6
-0.1% -$260 0.23% 64
2023
Q1 		$349K Buy
8,502
+6
+0.1% +$233 0.21% 70
2022
Q4 		$299K Sell
8,496
-1,326
-14% -$48.8K 0.2% 68
2022
Q3 		$371K Buy
9,822
+642
+7% +$25.8K 0.27% 63
2022
Q2 		$350K Buy
9,180
+768
+9% +$31.6K 0.24% 67
2022
Q1 		$388K Buy
8,412
+186
+2% +$8.8K 0.25% 62
2021
Q4 		$418K Buy
8,226
+1,512
+23% +$78.8K 0.27% 60
2021
Q3 		$340K Sell
6,714
-108
-2% -$5.37K 0.25% 64
2021
Q2 		$326K Sell
6,822
-900
-12% -$40.9K 0.25% 66
2021
Q1 		$340K Buy
7,722
+3,744
+94% +$160K 0.28% 62
2020
Q4 		$166K Buy
3,978
+108
+3% +$4.31K 0.16% 78
2020
Q3 		$147K Buy
3,870
+6
+0.2% +$222 0.16% 80
2020
Q2 		$132K Sell
3,864
-588
-13% -$18.1K 0.15% 82
2020
Q1 		$119K Buy
4,452
+294
+7% +$8.8K 0.15% 77
2019
Q4 		$126K Buy
+4,158
New +$120K 0.12% 87

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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Pacifica Partners's VUG Position: Q3 2026 in Review

Pacifica Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q3 2026, selling an estimated $8.23K and leaving 3,609 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #89.

Pacifica Partners first reported a position in VUG in Q4 2019 and has held it in 28 quarters since. The position peaked at $431K in Q3 2024. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Pacifica Partners held 3,609 shares of Vanguard Morningstar Growth ETF worth $326K as of Q3 2026.
  • Pacifica Partners sold 94 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $8.23K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Pacifica Partners's portfolio in Q3 2026, its #89 holding.
  • Pacifica Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's Vanguard Morningstar Growth ETF position peaked at $431K in Q3 2024.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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