Pacific Capital Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-292	Closed	-$12.9K	–	381
2024 Q4	$12.9K	Hold	292	–	–	﹤0.01%	252
2024 Q3	$14K	Hold	292	–	–	﹤0.01%	273
2024 Q2	$12.8K	Hold	292	–	–	﹤0.01%	288
2024 Q1	$12.2K	Sell	292 -673	-70%	-$27.5K	﹤0.01%	216
2023 Q4	$39.7K	Buy	+965	New	+$38.3K	0.01%	147
2020 Q4	–	Sell	-1,496	Closed	-$65K	–	199
2020 Q3	$65K	Buy	+1,496	New	+$65K	0.04%	93

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 292 shares — an estimated $12.9K sold.

Pacific Capital Wealth Advisors first reported a position in VWO in Q3 2020 and held it in 6 quarters. The position peaked at $65K in Q3 2020. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 292 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $12.9K.
Pacific Capital Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $65K in Q3 2020.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

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