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Vanguard FTSE All Wld Ex USSml Cap shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $75k 596 125.96
2024-06-30 $70k 596 117.49
2024-03-31 $70k 596 116.84
2020-09-30 $3.0k 33 90.91

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Morgan Stanley
Axiom Advisory
Natixis Asset Management Advisors
Bessemer
Mason Investment Advisory Services
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc
Manufacturers Life Insurance Company
Envestnet Asset Management
Commonwealth Equity Services
Goodman & Company, Investment Counsel
Assetmark
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L

View all funds holding Vanguard FTSE All Wld Ex USSml Cap