Pacific Capital Wealth Advisors, Inc Vanguard Consumer Staples ETF Transaction History

Pacific Capital Wealth Advisors, Inc

$424 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$185.78 - $199.59 $274,582 - $294,994	1,478 New	1,478 $283,000

Others Institutions Holding VDC

# of Institutions

600

Shares Held

15.4M

Call Options Held

5.2K

Put Options Held

1.9K

Bank Of America Corp Charlotte, NC

3.68M
Shares

$751 Million
0.07% of portfolio
Beacon Capital Management, Inc.

794K
Shares

$162 Million
6.97% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

794K
Shares

$162 Million
0.3% of portfolio
Morgan Stanley New York, NY

688K
Shares

$141 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

655K
Shares

$134 Million
0.07% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.