Pacific Capital Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,048	Closed	-$209K	–	380
2024 Q4	$209K	Hold	3,048	–	–	0.03%	78
2024 Q3	$195K	Hold	3,048	–	–	0.03%	81
2024 Q2	$190K	Sell	3,048 -3,894	-56%	-$227K	0.03%	75
2024 Q1	$398K	Sell	6,942 -528	-7%	-$29K	0.09%	47
2023 Q4	$387K	Buy	7,470 +528	+8%	+$25.5K	0.1%	49
2023 Q3	$315K	Hold	6,942	–	–	0.09%	54
2023 Q2	$327K	Sell	6,942 -456	-6%	-$19.8K	0.08%	52
2023 Q1	$308K	Sell	7,398 -990	-12%	-$38.5K	0.08%	64
2022 Q4	$298K	Sell	8,388 -924	-10%	-$34K	0.08%	71
2022 Q3	$332K	Hold	9,312	–	–	0.09%	65
2022 Q2	$346K	Sell	9,312 -2,220	-19%	-$91.2K	0.1%	71
2022 Q1	$553K	Buy	11,532 +804	+7%	+$38K	0.16%	66
2021 Q4	$574K	Buy	+10,728	New	+$559K	0.17%	68
2020 Q4	–	Sell	-966	Closed	-$37K	–	198
2020 Q3	$37K	Buy	+966	New	+$35.7K	0.02%	117

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 3,048 shares — an estimated $209K sold.

Pacific Capital Wealth Advisors first reported a position in VUG in Q3 2020 and held it in 14 quarters. The position peaked at $574K in Q4 2021. 2,451 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 3,048 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $209K.
Pacific Capital Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and held it in 14 quarters.
Pacific Capital Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $574K in Q4 2021.
2,451 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

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