Pacific Capital Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Sell	32,322 -12,294	-28%	-$4.4M	1.8%	11
2026 Q1	$14.3M	Sell	44,616 -1,167	-3%	-$392K	2.4%	10
2025 Q4	$15.3M	Buy	45,783 +102	+0.2%	+$33.9K	2.63%	7
2025 Q3	$15M	Sell	45,681 -6,361	-12%	-$2.01M	2.59%	9
2025 Q2	$15.9M	Sell	52,042 -951	-2%	-$267K	2.92%	9
2025 Q1	$14.6M	Sell	52,993 -9,347	-15%	-$2.72M	2.52%	10
2024 Q4	$18.1M	Sell	62,340 -14,420	-19%	-$4.21M	3.02%	9
2024 Q3	$21.7M	Sell	76,760 -6,705	-8%	-$1.83M	3.65%	9
2024 Q2	$22.3M	Sell	83,465 -5,824	-7%	-$1.51M	4.08%	8
2024 Q1	$23.2M	Sell	89,289 -3,350	-4%	-$829K	5.46%	4
2023 Q4	$22M	Buy	92,639 +1	+0%	+$221	5.57%	4
2023 Q3	$19.7M	Sell	92,638 -4,430	-5%	-$981K	5.52%	4
2023 Q2	$21.4M	Sell	97,068 -563	-0.6%	-$117K	5.42%	4
2023 Q1	$19.9M	Sell	97,631 -25,522	-21%	-$5.11M	5.13%	4
2022 Q4	$23.5M	Buy	123,153 +4,242	+4%	+$818K	6.09%	3
2022 Q3	$21.3M	Sell	118,911 -9,984	-8%	-$1.99M	5.81%	4
2022 Q2	$24.3M	Sell	128,895 -41	-0%	-$8.42K	6.73%	3
2022 Q1	$29.4M	Buy	128,936 +1,085	+0.8%	+$244K	8.39%	2
2021 Q4	$30.9M	Buy	127,851 +23,588	+23%	+$5.57M	8.89%	2
2021 Q3	$23.2M	Buy	+104,263	New	+$23.8M	7.35%	3
2020 Q4	–	Sell	-72	Closed	-$12K	–	195
2020 Q3	$12K	Buy	+72	New	+$12.1K	0.01%	168

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Pacific Capital Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q2 2026, selling an estimated $4.4M and leaving 32,322 shares worth $12M. The position accounts for 1.8% of the portfolio, ranked #11.

Pacific Capital Wealth Advisors first reported a position in VTI in Q3 2020 and has held it in 21 quarters since. The position peaked at $30.9M in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Pacific Capital Wealth Advisors held 32,322 shares of Vanguard Morningstar Total Stock Market ETF worth $12M as of Q2 2026.
Pacific Capital Wealth Advisors sold 12,294 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.4M.
Vanguard Morningstar Total Stock Market ETF made up 1.8% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Pacific Capital Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 21 quarters since.
Pacific Capital Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $30.9M in Q4 2021.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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