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Pacific Capital Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$1.12K – 364
2024
Q4 		$1.12K Hold
4
– – ﹤0.01% 361
2024
Q3 		$1.07K Hold
4
– – ﹤0.01% 422
2024
Q2 		$1K Sell
4
-10
-71% -$2.5K ﹤0.01% 457
2024
Q1 		$3.65K Buy
14
+10
+250% +$2.46K ﹤0.01% 362
2023
Q4 		$967 Buy
+4
New +$868 ﹤0.01% 304

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Pacific Capital Wealth Advisors's VBK Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 4 shares — an estimated $1.12K sold.

Pacific Capital Wealth Advisors first reported a position in VBK in Q4 2023 and held it in 5 quarters. The position peaked at $3.65K in Q1 2024. 1,081 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 4 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $1.12K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.65K in Q1 2024.
  • 1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.