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Pacific Capital Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-424
Closed -$24.7K – 539
2023
Q4 		$24.7K Buy
+424
New +$22.7K 0.01% 179
2020
Q4 		– Sell
-424
Closed -$19K – 190
2020
Q3 		$19K Buy
+424
New +$18.5K 0.01% 149

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 424 shares — an estimated $24.7K sold.

Pacific Capital Wealth Advisors first reported a position in VO in Q3 2020 and held it in 2 quarters. The position peaked at $24.7K in Q4 2023. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 424 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $24.7K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $24.7K in Q4 2023.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

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