Pacific Capital Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-446	Closed	-$21.3K	–	367
2024 Q4	$21.3K	Hold	446	–	–	﹤0.01%	218
2024 Q3	$23.6K	Hold	446	–	–	﹤0.01%	219
2024 Q2	$22K	Hold	446	–	–	﹤0.01%	218
2024 Q1	$22.4K	Sell	446 -1,664	-79%	-$80.4K	0.01%	182
2023 Q4	$101K	Buy	+2,110	New	+$94.5K	0.03%	97
2020 Q4	–	Sell	-1,970	Closed	-$81K	–	188
2020 Q3	$81K	Buy	+1,970	New	+$80.8K	0.05%	90

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 446 shares — an estimated $21.3K sold.

Pacific Capital Wealth Advisors first reported a position in VEA in Q3 2020 and held it in 6 quarters. The position peaked at $101K in Q4 2023. 2,467 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 446 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $21.3K.
Pacific Capital Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $101K in Q4 2023.
2,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

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