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Vanguard Capital Wealth Advisors’s Citigroup C Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$456K Hold
3,260
– – 0.31% 64
2026
Q1 		$370K Sell
3,260
-3,121
-49% -$355K 0.34% 64
2025
Q4 		$745K Buy
6,381
+3,151
+98% +$327K 0.6% 35
2025
Q3 		$328K Hold
3,230
– – 0.26% 81
2025
Q2 		$275K Buy
3,230
+398
+14% +$28.8K 0.27% 77
2025
Q1 		$201K Buy
+2,832
New +$216K 0.25% 96
2024
Q3 		– Sell
-7,087
Closed -$450K – 126
2024
Q2 		$450K Hold
7,087
– – 0.3% 71
2024
Q1 		$448K Sell
7,087
-464
-6% -$25.8K 0.32% 72
2023
Q4 		$388K Buy
7,551
+566
+8% +$25.1K 0.31% 71
2023
Q3 		$287K Buy
6,985
+250
+4% +$11K 0.27% 78
2023
Q2 		$310K Buy
6,735
+82
+1% +$3.84K 0.28% 75
2023
Q1 		$312K Sell
6,653
-530
-7% -$26K 0.31% 74
2022
Q4 		$325K Buy
7,183
+26
+0.4% +$1.18K 0.38% 67
2022
Q3 		$299K Sell
7,157
-12
-0.2% -$593 0.36% 66
2022
Q2 		$329K Buy
7,169
+288
+4% +$14.4K 0.37% 70
2022
Q1 		$367K Sell
6,881
-833
-11% -$51.5K 0.26% 89
2021
Q4 		$465K Sell
7,714
-1,390
-15% -$92.4K 0.33% 74
2021
Q3 		$639 Sell
9,104
-1,724
-16% -$121K 0.43% 58
2021
Q2 		$766K Buy
10,828
+3,951
+57% +$292K 0.58% 46
2021
Q1 		$500K Buy
6,877
+930
+16% +$62.1K 0.43% 63
2020
Q4 		$361K Buy
+5,947
New +$302K 0.33% 81
2020
Q2 		$296K Buy
+6,470
New +$307K 0.35% 79
2019
Q4 		$437K Buy
5,477
+1,500
+38% +$111K 0.46% 66
2019
Q3 		$274K Hold
3,977
– – 0.32% 91
2019
Q2 		$278K Sell
3,977
-1,500
-27% -$100K 0.34% 83
2019
Q1 		$340K Buy
+5,477
New +$340K 0.43% 71
2018
Q4 		– Sell
-8,512
Closed -$610K – 109
2018
Q3 		$610K Sell
8,512
-4,000
-32% -$283K 0.7% 43
2018
Q2 		$837K Buy
+12,512
New +$861K 1.11% 26
2018
Q1 		– Sell
-13,332
Closed -$992K – 112
2017
Q4 		$992K Buy
+13,332
New +$986K 1.24% 23

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors held its Citigroup (C) position steady in Q2 2026 at 3,260 shares worth $456K. The position accounts for 0.31% of the portfolio, ranked #64.

Vanguard Capital Wealth Advisors first reported a position in C in Q4 2017 and has held it in 29 quarters since. The position peaked at $992K in Q4 2017. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 3,260 shares of Citigroup worth $456K as of Q2 2026.
  • Vanguard Capital Wealth Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.31% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Citigroup in Q4 2017 and has held it in 29 quarters since.
  • Vanguard Capital Wealth Advisors's Citigroup position peaked at $992K in Q4 2017.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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