Vanguard Capital Wealth Advisors
SEC Form 13F institutional filer · CIK 0001730578
13F-HR · 63 reported holdings · 2026-03-31
Reported long-US-equity value
$0.09B
Top-10 concentration
61.8%
Vanguard Capital Wealth Advisors — $87.1M AUM allocation strategy
Vanguard Capital Wealth Advisors files SEC Form 13F and reports $87.1M of long US equity value across 63 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 35.7%, followed by Financials 10.8% and Consumer Discretionary 10.3%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Vanguard Capital Wealth Advisors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$87.1M
total across 63 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$D +8.8K sh · +$564K+$SCHW +6.92K sh · +$188K+$VLO +4K sh · +$1.16M
Biggest trims (shares)
−$VZ −36.5K sh · −$1.37M−$NVDA −7.07K sh · −$1.92M−$PSX −4.72K sh · −$494K
Exited to nil (held last quarter, gone now)
$SPGI ($750K last qtr)$MMM ($714K last qtr)$KO ($534K last qtr)$NEM ($515K last qtr)$AMAT ($362K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors18.2%—
- Technology Hardware, Storage & Peripherals16.3%—
- Interactive Media & Services8.5%—
- Investment Banking & Brokerage7.9%—
- Broadline Retail6.8%—
- Trading Companies & Distributors4.4%—
- Aerospace & Defense3.0%—
- Construction Machinery & Heavy Transportation Equipment2.9%—
- Other holdings32.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 55.9K | $14.2M | -131 | 16.3% |
| $NVDA | NVIDIA Corporation | 49.4K | $8.62M | -7.07K | 9.9% |
| $AMZN | Amazon.com Inc | 28.6K | $5.96M | -1.29K | 6.8% |
| $SCHW | Charles Schwab Corporation | 173K | $4.89M | +6.92K | 5.6% |
| $MU | Micron Technology Inc | 13.6K | $4.61M | -3.13K | 5.3% |
| $GOOGL | Alphabet Inc | 14K | $4.03M | -2.35K | 4.6% |
| $URI | United Rentals Inc | 5.27K | $3.84M | -50 | 4.4% |
| $AVGO | Broadcom Inc | 8.44K | $2.61M | -266 | 3.0% |
| $BA | Boeing Company | 13K | $2.59M | -2.31K | 3.0% |
| $CAT | Caterpillar Inc | 3.54K | $2.51M | -40 | 2.9% |
…and 53 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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