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Pacific Capital Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Sell
2,935
-212
-7% -$141K 0.3% 28
2026
Q1 		$1.88M Sell
3,147
-1
-0% -$625 0.32% 27
2025
Q4 		$1.97M Sell
3,148
-54
-2% -$33.6K 0.34% 27
2025
Q3 		$1.96M Sell
3,202
-212
-6% -$125K 0.34% 27
2025
Q2 		$1.95M Buy
3,414
+182
+6% +$95.7K 0.36% 27
2025
Q1 		$1.66M Hold
3,232
– – 0.29% 32
2024
Q4 		$1.74M Buy
3,232
+2,852
+751% +$1.54M 0.29% 31
2024
Q3 		$201K Buy
380
+39
+11% +$19.8K 0.03% 80
2024
Q2 		$171K Hold
341
– – 0.03% 81
2024
Q1 		$164K Hold
341
– – 0.04% 73
2023
Q4 		$149K Buy
+341
New +$140K 0.04% 75
2020
Q4 		– Sell
-25
Closed -$8K – 192
2020
Q3 		$8K Buy
+25
New +$7.62K ﹤0.01% 179

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pacific Capital Wealth Advisors's VOO Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6.7% in Q2 2026, selling an estimated $141K and leaving 2,935 shares worth $2.02M. The position accounts for 0.3% of the portfolio, ranked #28.

Pacific Capital Wealth Advisors first reported a position in VOO in Q3 2020 and has held it in 12 quarters since. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Pacific Capital Wealth Advisors held 2,935 shares of Vanguard S&P 500 ETF worth $2.02M as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 212 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $141K.
  • Vanguard S&P 500 ETF made up 0.3% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 12 quarters since.
  • 905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.