Pacific Capital Wealth Advisors, Inc Vanguard Specialized Funds Van Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q1 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 261,724 shares of VNQ stock, worth $22.8 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
261,724
Previous 267,986
2.34%
Holding current value
$22.8 Million
Previous $23.9 Million
1.65%
% of portfolio
4.07%
Previous 3.99%
Shares
22 transactions
Others Institutions Holding VNQ
# of Institutions
1,912Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.3 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.08 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.03 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$895 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$835 Million0.07% of portfolio