Vanguard Capital Wealth Advisors / DWD
Vanguard Capital Wealth Advisors’s Morgan Stanley Position
Does Vanguard Capital Wealth Advisors own Morgan Stanley (DWD)? Yes — 12.3K shares worth $2M (+1.87% of its 13F portfolio) as of Q1 2026, down from 14.0K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
12.3K
% of Portfolio
+1.87%
Quarters Held
23
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.3K | $2M | +1.87% |
| Q4 2025 | 14.0K | $2M | +1.98% |
| Q3 2025 | 13.6K | $2M | +1.72% |
| Q2 2025 | 12.7K | $2M | +1.78% |
| Q1 2025 | 13.3K | $2M | +1.89% |
| Q4 2024 | 16.4K | $2M | +2.24% |
| Q3 2024 | 12.3K | $1M | +1.35% |
| Q2 2024 | 15.7K | $2M | +1.03% |
| Q1 2024 | 15.7K | $1M | +1.04% |
| Q4 2023 | 18.1K | $2M | +1.37% |
| Q3 2023 | 15.8K | $1M | +1.20% |
| Q2 2023 | 10.7K | $915,419 | +0.83% |
| Q1 2023 | 10.8K | $948,616 | +0.95% |
| Q4 2022 | 10.6K | $903,939 | +1.05% |
| Q3 2022 | 10.8K | $855,000 | +1.04% |
| Q2 2022 | 10.7K | $811,000 | +0.92% |
| Q1 2022 | 11.5K | $1M | +0.72% |
| Q4 2021 | 11.2K | $1M | +0.79% |
| Q3 2021 | 11.3K | $1M | +0.73% |
| Q2 2021 | 13.6K | $1M | +0.94% |
| Q1 2021 | 9.5K | $747M | +0.64% |
| Q4 2020 | 4.5K | $305,000 | +0.28% |
| Q4 2019 | 3.9K | $201,000 | +0.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vanguard Capital Wealth Advisors’s full portfolio or all institutional holders of DWD.