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Pacific Capital Wealth Advisors, Inc.: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Capital Wealth Advisors, Inc. on VCIT, newest first. How the timeline and the estimate are built.

Pacific Capital Wealth Advisors, Inc. held 360,601 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,601 shares
    Change vs previous 13F +24,825 shares

    4.49% of the 13F portfolio, value $29,803,687.

    13F-HR 0001803523-26-000003 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 335,776 shares
    Change vs previous 13F +12,435 shares

    4.67% of the 13F portfolio, value $27,785,428.

    13F-HR 0001803523-26-000002 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 323,341 shares
    Change vs previous 13F +1,330 shares

    4.64% of the 13F portfolio, value $27,079,825.

    13F-HR 0001803523-26-000001 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 322,011 shares
    Change vs previous 13F +40,000 shares

    4.69% of the 13F portfolio, value $27,084,345.

    13F-HR 0001803523-25-000005 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 282,011 shares
    Change vs previous 13F -91,352 shares

    4.25% of the 13F portfolio, value $23,175,664.

    13F-HR 0001062993-25-012646 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 373,363 shares
    Change vs previous 13F +7,872 shares

    5.28% of the 13F portfolio, value $30,526,129.

    13F-HR 0001062993-25-007662 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 365,491 shares
    Change vs previous 13F +8,529 shares

    4.9% of the 13F portfolio, value $29,337,933.

    13F-HR 0001062993-25-000994 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 356,962 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $29,895,568.

    13F-HR 0001062993-24-017639 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).