Pacific Capital Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History
Pacific Capital Wealth Advisors, Inc
- $544 Million
- Q2 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 191,275 shares of VYM stock, worth $25.8 Million. This represents 4.68% of its overall portfolio holdings.
Number of Shares
191,275
Previous 223,416
14.39%
Holding current value
$25.8 Million
Previous $28.5 Million
10.52%
% of portfolio
4.68%
Previous 4.94%
Shares
23 transactions
Others Institutions Holding VYM
# of Institutions
2,009Shares Held
186MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.64 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.33 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$986 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$778 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$777 Million0.3% of portfolio