Pacific Capital Wealth Advisors, Inc Vanguard Bd Index Fd Inc Total Transaction History
Pacific Capital Wealth Advisors, Inc
- $577 Million
- Q3 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,012,321 shares of BND stock, worth $75.1 Million. This represents 13.04% of its overall portfolio holdings.
Number of Shares
1,012,321
Previous 867,313
16.72%
Holding current value
$75.1 Million
Previous $63.9 Million
17.89%
% of portfolio
13.04%
Previous 11.73%
Shares
18 transactions
Others Institutions Holding BND
# of Institutions
1,887Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio