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Pacific Capital Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-156
Closed -$7.23K – 538
2023
Q4 		$7.23K Buy
+156
New +$6.9K ﹤0.01% 236

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's VMBS Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2024, closing a stake of 156 shares — an estimated $7.23K sold.

Pacific Capital Wealth Advisors first reported a position in VMBS in Q4 2023 and held it in 1 quarter. The position peaked at $7.23K in Q4 2023. 580 funds tracked by Wall St. Rank hold VMBS as of Q1 2024.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 156 Vanguard Mortgage-Backed Securities ETF shares in Q1 2024, an estimated $7.23K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $7.23K in Q4 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.