Pacific Capital Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.87M	Buy	31,546 +18,699	+146%	+$3.9M	1.04%	13
2026 Q1	$2.52M	Buy	12,847 +6,210	+94%	+$1.24M	0.42%	24
2025 Q4	$1.27M	Buy	6,637 +4,472	+207%	+$841K	0.22%	34
2025 Q3	$404K	Buy	+2,165	New	+$392K	0.07%	54
2025 Q1	–	Sell	-390	Closed	-$66K	–	379
2024 Q4	$66K	Hold	390	–	–	0.01%	131
2024 Q3	$68.1K	Hold	390	–	–	0.01%	138
2024 Q2	$62.6K	Hold	390	–	–	0.01%	138
2024 Q1	$63.5K	Sell	390 -328	-46%	-$50.6K	0.02%	122
2023 Q4	$107K	Buy	+718	New	+$101K	0.03%	92
2020 Q4	–	Sell	-300	Closed	-$31K	–	197
2020 Q3	$31K	Buy	+300	New	+$31.4K	0.02%	124

Other funds holding VTV

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Pacific Capital Wealth Advisors increased its Vanguard Value ETF (VTV) stake by 146% in Q2 2026, buying an estimated $3.9M and bringing the position to 31,546 shares worth $6.87M. The position accounts for 1.04% of the portfolio, ranked #13.

Pacific Capital Wealth Advisors first reported a position in VTV in Q3 2020 and has held it in 10 quarters since. 560 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Pacific Capital Wealth Advisors held 31,546 shares of Vanguard Value ETF worth $6.87M as of Q2 2026.
Pacific Capital Wealth Advisors bought 18,699 Vanguard Value ETF shares in Q2 2026, an estimated $3.9M.
Vanguard Value ETF made up 1.04% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Pacific Capital Wealth Advisors first reported a position in Vanguard Value ETF in Q3 2020 and has held it in 10 quarters since.
560 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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