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Pacific Wealth Management: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Wealth Management on VCIT, newest first. How the timeline and the estimate are built.

Pacific Wealth Management held 108,638 VCIT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 108,638 shares
    Change vs previous 13F +10,368 shares

    3.74% of the 13F portfolio, value $8,507,475.

    13F-HR 0001852338-26-000005 filed by Pacific Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 98,270 shares
    Change vs previous 13F +5,890 shares

    3.6% of the 13F portfolio, value $8,121,998.

    13F-HR 0001852338-26-000003 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 92,380 shares
    Change vs previous 13F +858 shares

    4.11% of the 13F portfolio, value $7,644,426.

    13F-HR 0001852338-26-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 91,522 shares
    Change vs previous 13F +2,352 shares

    3.56% of the 13F portfolio, value $7,664,997.

    13F-HR 0001852338-26-000001 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 89,170 shares
    Change vs previous 13F +109 shares

    3.78% of the 13F portfolio, value $7,500,112.

    13F-HR 0001852338-25-000007 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 89,061 shares
    Change vs previous 13F +336 shares

    3.65% of the 13F portfolio, value $7,384,927.

    13F-HR 0001852338-25-000004 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 88,725 shares
    Change vs previous 13F +1,887 shares

    3.99% of the 13F portfolio, value $7,254,193.

    13F-HR 0001852338-25-000003 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 86,838 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $6,970,488.

    13F-HR 0001852338-25-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).