Pacific Capital Wealth Advisors, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1803523
CORONA, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$14,551,748
-$30,814 QoQ
Shares Held
188,543
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,551,748 | 188,543 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $14,582,562 | 187,244 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,629,927 | 187,347 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,482,462 | 200,187 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $12,273,711 | 160,294 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $13,954,183 | 186,728 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $10,861,611 | 138,594 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,340,074 | 164,776 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,171,475 | 108,375 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,105,183 | 119,209 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,685,443 | 120,114 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,839,428 | 170,669 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $12,781,891 | 166,561 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $9,959,028 | 134,002 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||