Vanguard Capital Wealth Advisors

Position in MS — Morgan Stanley

CIK 1730578 DENVER, CO

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,320,809

+$1,303,017 QoQ

Shares Held

15,886

+29.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.75%

of 13F equity value

Holder Rank

#883

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vanguard Capital Wealth Advisors holds $3,999,421 across 4 Capital Markets names. MS ranks #1 (83.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	15,886	$3,320,809
2	SCHW	Schwab Charles Corp	3,100	$286,037
3	GS	Goldman Sachs Group Inc	276	$279,138
4	NMR	Nomura Holdings Inc	12,920	$113,437

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,320,809	15,886	+29.6%	Shares	Sole	2026-07-23
2026-03-31	$2,017,792	12,261	-12.2%	Shares	Sole	2026-04-21
2025-12-31	$2,479,383	13,966	+3.0%	Shares	Sole	2026-01-16
2025-09-30	$2,155,656	13,561	+6.7%	Shares	Sole	2025-10-30
2025-06-30	$1,790,471	12,711	-4.1%	Shares	Sole	2025-07-11
2025-03-31	$1,547,160	13,261	-18.9%	Shares	Sole	2025-04-11
2024-12-31	$2,056,904	16,361	+32.6%	Shares	Sole	2025-02-18
2024-09-30	$1,285,904	12,336	-21.5%	Shares	Sole	2024-10-25
2024-06-30	$1,528,021	15,722	+0.4%	Shares	Sole	2024-08-08
2024-03-31	$1,473,980	15,654	-13.7%	Shares	Sole	2024-04-16
2023-12-31	$1,690,902	18,133	+14.7%	Shares	Sole	2024-02-05
2023-09-30	$1,291,202	15,810	+47.5%	Shares	Sole	2023-11-01
2023-06-30	$915,402	10,719	-0.8%	Shares	Sole	2023-11-01
2023-03-31	$948,591	10,804	+1.6%	Shares	Sole	2023-04-21
2022-12-31	$903,932	10,632	-1.8%	Shares	Sole	2023-01-18
2022-09-30	$855,046	10,822	+1.4%	Shares	Sole	2022-10-21
2022-06-30	$811,788	10,673	-7.0%	Shares	Sole	2022-08-04
2022-03-31	$1,002,915	11,475	+2.7%	Shares	Sole	2022-04-29
2021-12-31	$1,096,741	11,173	-0.8%	Shares	Sole	2022-02-02
2021-09-30	$1,096,002	11,263	-16.9%	Shares	Sole	2021-11-01
2021-06-30	$1,242,674	13,553	+43.4%	Shares	Sole	2021-07-28
2021-03-31	$734,119	9,453	+109.9%	Shares	Sole	2021-04-12
2020-12-31	$308,590	4,503	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.