SEC 13F Intelligence

Vanguard Capital Wealth Advisors / HDGE

Vanguard Capital Wealth Advisors’s Advisorshares Tr Position

Does Vanguard Capital Wealth Advisors own Advisorshares Tr (HDGE)? Yes78.1K shares worth $1M (+1.30% of its 13F portfolio) as of Q1 2026, down from 93.2K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
78.1K
% of Portfolio
+1.30%
Quarters Held
19
currently held

Position History HDGE

Reported value by quarter
Q3 ’21: $1MQ3 ’21Q4 ’21: $2MQ1 ’22: $1MQ2 ’22: $1MQ2 ’22Q3 ’22: $3MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $840,296Q4 ’23Q1 ’24: $958,060Q2 ’24: $2MQ3 ’24: $1MQ3 ’24Q4 ’24: $914,868Q1 ’25: $981,697Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ4 ’25: $1MQ1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.1K$1M+1.30%
Q4 202593.2K$1M+1.19%
Q3 2025121.5K$2M+1.59%
Q2 202570.0K$1M+1.18%
Q1 202555.1K$981,697+1.20%
Q4 202456.0K$914,868+1.00%
Q3 202463.2K$1M+1.24%
Q2 202475.3K$2M+1.05%
Q1 202448.9K$958,060+0.67%
Q4 202343.9K$840,296+0.68%
Q3 202349.0K$1M+1.06%
Q2 202355.0K$1M+1.13%
Q1 202359.6K$2M+1.51%
Q4 202274.7K$2M+2.49%
Q3 202288.1K$3M+3.24%
Q2 202243.9K$1M+1.59%
Q1 202261.1K$1M+1.07%
Q4 202164.6K$2M+1.14%
Q3 202153.9K$1M+0.93%

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 HDGE.