Pacific Capital Wealth Advisors, Inc Vanguard Transaction History
Pacific Capital Wealth Advisors, Inc
- $577 Million
- Q3 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 3,673 shares of VGSH stock, worth $216,156. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,673Holding current value
$216,156% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
1,075Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
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Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio