Vanguard Capital Wealth Advisors’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Sell	16,000 -1,000	-6%	-$10.3K	0.11%	123
2026 Q1	$171K	Buy	+17,000	New	+$176K	0.16%	108

Other funds holding CEV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors reduced its Eaton Vance California Municipal Income Trust (CEV) stake by 5.9% in Q2 2026, selling an estimated $10.3K and leaving 16,000 shares worth $168K. The position accounts for 0.11% of the portfolio, ranked #123.

Vanguard Capital Wealth Advisors first reported a position in CEV in Q1 2026 and has held it in 2 quarters since. The position peaked at $171K in Q1 2026. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

Vanguard Capital Wealth Advisors held 16,000 shares of Eaton Vance California Municipal Income Trust worth $168K as of Q2 2026.
Vanguard Capital Wealth Advisors sold 1,000 Eaton Vance California Municipal Income Trust shares in Q2 2026, an estimated $10.3K.
Eaton Vance California Municipal Income Trust made up 0.11% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Vanguard Capital Wealth Advisors first reported a position in Eaton Vance California Municipal Income Trust in Q1 2026 and has held it in 2 quarters since.
Vanguard Capital Wealth Advisors's Eaton Vance California Municipal Income Trust position peaked at $171K in Q1 2026.
34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

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