Pacific Capital Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-815	Closed	-$160K	–	370
2024 Q4	$160K	Hold	815	–	–	0.03%	91
2024 Q3	$161K	Hold	815	–	–	0.03%	88
2024 Q2	$149K	Buy	815 +20	+3%	+$3.6K	0.03%	89
2024 Q1	$145K	Buy	795 +49	+7%	+$8.61K	0.03%	77
2023 Q4	$127K	Buy	+746	New	+$120K	0.03%	83

Other funds holding VIG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 815 shares — an estimated $160K sold.

Pacific Capital Wealth Advisors first reported a position in VIG in Q4 2023 and held it in 5 quarters. The position peaked at $161K in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 815 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $160K.
Pacific Capital Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $161K in Q3 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

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