Vanguard Capital Wealth Advisors: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vanguard Capital Wealth Advisors on VZ, newest first. How the timeline and the estimate are built.
Vanguard Capital Wealth Advisors held 8,567 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 8,567 sharesChange vs previous 13F -3,448 shares
0.25% of the 13F portfolio, value $362,727.
13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,015 sharesChange vs previous 13F -36,532 shares
0.56% of the 13F portfolio, value $603,175.
13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,547 sharesChange vs previous 13F +42,087 shares
1.58% of the 13F portfolio, value $1,977,309.
13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,460 sharesChange vs previous 13F -79 shares
0.23% of the 13F portfolio, value $283,898.
13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,539 sharesChange vs previous 13F +832 shares
0.28% of the 13F portfolio, value $282,937.
13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,707 sharesChange vs previous 13F -398 shares
0.32% of the 13F portfolio, value $258,864.
13F-HR 0001085146-25-002065 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,105 sharesChange vs previous 13F -2,750 shares
0.27% of the 13F portfolio, value $244,129.
13F-HR 0001085146-25-001730 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,855 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $397,692.
13F-HR 0001085146-24-005164 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).