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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-280	Closed	-$45.3K	–	374
2024 Q4	$45.3K	Hold	280	–	–	0.01%	159
2024 Q3	$46.9K	Hold	280	–	–	0.01%	160
2024 Q2	$42.1K	Sell	280 -49	-15%	-$7.44K	0.01%	168
2024 Q1	$51.3K	Buy	329 +70	+27%	+$10.3K	0.01%	133
2023 Q4	$37.6K	Buy	+259	New	+$34.8K	0.01%	151
2020 Q4	–	Sell	-158	Closed	-$16K	–	191
2020 Q3	$16K	Buy	+158	New	+$16K	0.01%	156

Other funds holding VOE

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Pacific Capital Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 280 shares — an estimated $45.3K sold.

Pacific Capital Wealth Advisors first reported a position in VOE in Q3 2020 and held it in 6 quarters. The position peaked at $51.3K in Q1 2024. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 280 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $45.3K.
Pacific Capital Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $51.3K in Q1 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

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