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Vanguard Capital Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$881K Buy
28,910
+8,919
+45% +$263K 0.6% 38
2026
Q1 		$544K Buy
19,991
+68
+0.3% +$1.88K 0.5% 46
2025
Q4 		$529K Buy
19,923
+81
+0.4% +$2.12K 0.42% 48
2025
Q3 		$511K Buy
19,842
+484
+3% +$12K 0.41% 58
2025
Q2 		$464K Sell
19,358
-1,356
-7% -$30.8K 0.46% 52
2025
Q1 		$477K Buy
20,714
+952
+5% +$22.5K 0.58% 39
2024
Q4 		$460K Buy
19,762
+1,084
+6% +$25.8K 0.5% 42
2024
Q3 		$438K Buy
18,678
+8,205
+78% +$185K 0.46% 54
2024
Q2 		$229K Buy
+10,473
New +$227K 0.15% 110

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 45% in Q2 2026, buying an estimated $263K and bringing the position to 28,910 shares worth $881K. The position accounts for 0.6% of the portfolio, ranked #38.

Vanguard Capital Wealth Advisors first reported a position in FNDB in Q2 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 28,910 shares of Schwab Fundamental US Broad Market Index ETF worth $881K as of Q2 2026.
  • Vanguard Capital Wealth Advisors bought 8,919 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $263K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.6% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 42 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

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