Pacific Capital Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q1 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 223,416 shares of VYM stock, worth $27 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
223,416
Previous 220,432
1.35%
Holding current value
$27 Million
Previous $28.1 Million
1.32%
% of portfolio
4.94%
Previous 4.71%
Shares
22 transactions
Others Institutions Holding VYM
# of Institutions
1,976Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.83 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.66 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.18 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$874 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$683 Million0.3% of portfolio