Vanguard Capital Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Hold	14,000	–	–	0.1%	124
2026 Q1	$140K	Sell	14,000 -3,000	-18%	-$33.2K	0.13%	111
2025 Q4	$182K	Sell	17,000 -1,000	-6%	-$10.3K	0.15%	116
2025 Q3	$176K	Buy	18,000 +1,500	+9%	+$14.5K	0.14%	124
2025 Q2	$152K	Buy	16,500 +3,500	+27%	+$31.3K	0.15%	106
2025 Q1	$125K	Sell	13,000 -5,500	-30%	-$54.9K	0.15%	103
2024 Q4	$170K	Sell	18,500 -10,000	-35%	-$97.5K	0.19%	101
2024 Q3	$298K	Buy	+28,500	New	+$290K	0.31%	73

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Vanguard Capital Wealth Advisors's AGNC Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors held its AGNC Investment (AGNC) position steady in Q2 2026 at 14,000 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #124.

Vanguard Capital Wealth Advisors first reported a position in AGNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $298K in Q3 2024. 226 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Vanguard Capital Wealth Advisors held 14,000 shares of AGNC Investment worth $153K as of Q2 2026.
Vanguard Capital Wealth Advisors left its AGNC Investment share count unchanged in Q2 2026.
AGNC Investment made up 0.1% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Vanguard Capital Wealth Advisors first reported a position in AGNC Investment in Q3 2024 and has held it in 8 quarters since.
Vanguard Capital Wealth Advisors's AGNC Investment position peaked at $298K in Q3 2024.
226 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.