PACIFIC FINANCIAL GROUP INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1279926
NASHVILLE, TN
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,147,901
+$319,951 QoQ
Shares Held
10,385
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.63%
of 13F equity value
Holder Rank
#213
of 556 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,147,901 | 10,385 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,827,950 | 10,797 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,934,181 | 11,375 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $244,108 | 960 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $200,722 | 847 | Shares | Sole | 2025-07-21 | |
| 2024-03-31 | $205,959 | 901 | Shares | Sole | 2024-05-09 | |
| 2022-12-31 | $229,608 | 1,251 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $231,584 | 1,315 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $272,450 | 1,282 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $290,196 | 1,284 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $299,140 | 1,368 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $308,858 | 1,371 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $371,000 | 1,733 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $325,699 | 1,673 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,513,238 | 9,839 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,271,407 | 8,725 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $1,036,651 | 8,980 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||