Vanguard Capital Wealth Advisors Portfolio Holdings

Vanguard Capital Wealth Advisors

  • $98.5 Million
  • Q2 2025

Vanguard Capital Wealth Advisors has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98.5 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3M, Nvidia Corp with a value of $7.95M, Amazon Com Inc with a value of $5.99M, Aberdeen Emerging Markets Equity Income Fund, Inc. with a value of $5.9M, and United Rentals, Inc. with a value of $4.01M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $78.9M to 98.5M.

Below you can find more details about Vanguard Capital Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $98.5 Million
Technology: $28.6 Million
Financial Services: $15.5 Million
ETFs: $14.1 Million
Consumer Cyclical: $10.8 Million
Communication Services: $8.82 Million
Industrials: $8.8 Million
Energy: $5.98 Million
Healthcare: $2.96 Million
Other: $2.92 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.7B
$4.01 Million 4.07% of portfolio
5,316
Q3 2024 Reduced 1.94%
$117B
$2.5 Million 2.54% of portfolio
9,079
Q2 2025 Reduced 1.22%
$138B
$1.68 Million 1.7% of portfolio
8,007
Q2 2025 Added 3.42%
$34.6B
$1.23 Million 1.25% of portfolio
16,540
Q2 2025 Added 120.39%
$121B
$1.18 Million 1.2% of portfolio
9,550
Q2 2025 Added 151.32%
$14.7B
$1.02 Million 1.03% of portfolio
29,600
Q2 2025 New
$50B
$770,000 0.78% of portfolio
22,800
Q2 2025 Reduced 14.29%
$162B
$686,000 0.7% of portfolio
3,750
Q2 2025 New
$62.1B
$681,000 0.69% of portfolio
6,900
Q1 2025 Added 7.81%
$82.5B
$632,000 0.64% of portfolio
4,155
Q2 2025 New
$59.8B
$601,000 0.61% of portfolio
5,045
Q2 2025 Added 127.66%
$122B
$601,000 0.61% of portfolio
6,700
Q2 2025 Added 119.67%
$92.9B
$494,000 0.5% of portfolio
22,076
Q2 2025 Reduced 0.9%
$126B
$363,000 0.37% of portfolio
2,433
Q1 2025 Reduced 33.89%
$151B
$341,000 0.35% of portfolio
1,468
Q2 2025 Added 0.07%
$178B
$302,000 0.31% of portfolio
1,900
Q1 2025 Reduced 0.73%
$85.4B
$294,000 0.3% of portfolio
1,772
Q4 2024 Reduced 6.88%
$181B
$282,000 0.29% of portfolio
6,539
Q2 2025 Added 14.58%
$104B
$274,000 0.28% of portfolio
5,926
Q2 2025 Added 20.32%
$185B
$274,000 0.28% of portfolio
3,230
Q2 2025 Added 14.05%
$63.7B
$268,000 0.27% of portfolio
6,200
Q2 2025 New
$54.1B
$257,000 0.26% of portfolio
1,915
Q4 2024 Reduced 0.26%
$121B
$249,000 0.25% of portfolio
560
Q1 2025 Reduced 0.88%
$71.6B
$228,000 0.23% of portfolio
3,630
Q2 2025 New
$33.3B
$220,000 0.22% of portfolio
1,800
Q2 2025 New
$61.6B
$221,000 0.22% of portfolio
7,537
Q2 2025 Reduced 61.7%
$153B
$214,000 0.22% of portfolio
600
Q2 2025 New
$142B
$208,000 0.21% of portfolio
1,883
Q2 2025 Added 0.21%
$54.7B
$181,000 0.18% of portfolio
10,010
Q1 2025 New
$46.5B
$122,000 0.12% of portfolio
12,600
Q2 2025 New
$78.5B
$98,000 0.1% of portfolio
17,706
Q2 2025 Reduced 87.86%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $98.5 Million
  • Prior Value $78.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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