Pacific Capital Wealth Advisors, Inc Vanguard Mega Cap Value Transaction History
Pacific Capital Wealth Advisors, Inc
- $577 Million
- Q3 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,099 shares of MGV stock, worth $290,669. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,099
Previous 2,099
-0.0%
Holding current value
$290,669
Previous $275,000
5.09%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding MGV
# of Institutions
561Shares Held
55.3MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio