Vanguard S&p 500 Etf idx shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 3.2k | 612.38 |
| 2025-06-30 | $1.9M | 3.4k | 570.61 |
| 2025-03-31 | $1.7M | 3.2k | 513.91 |
| 2024-12-31 | $1.7M | 3.2k | 538.81 |
| 2024-09-30 | $201k | 380 | 527.67 |
| 2024-06-30 | $171k | 341 | 500.13 |
| 2024-03-31 | $164k | 341 | 480.70 |
| 2023-12-31 | $149k | 341 | 436.80 |
| 2020-09-30 | $8.0k | 25 | 320.00 |
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