Vanguard Capital Wealth Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309K	Buy	19,800 +600	+3%	+$9.59K	0.29%	71
2025 Q4	$309K	Hold	19,200	–	–	0.25%	86
2025 Q3	$324K	Hold	19,200	–	–	0.26%	83
2025 Q2	$304K	Sell	19,200 -800	-4%	-$12.6K	0.3%	68
2025 Q1	$332K	Buy	20,000 +1,000	+5%	+$16.8K	0.41%	55
2024 Q4	$314K	Buy	19,000 +7,000	+58%	+$123K	0.34%	66
2024 Q3	$224K	Hold	12,000	–	–	0.24%	90
2024 Q2	$204K	Hold	12,000	–	–	0.14%	117
2024 Q1	$198K	Hold	12,000	–	–	0.14%	131
2023 Q4	$189K	Hold	12,000	–	–	0.15%	124
2023 Q3	$174K	Buy	12,000 +400	+3%	+$6.05K	0.16%	112
2023 Q2	$175K	Buy	11,600 +1,600	+16%	+$24K	0.16%	120
2023 Q1	$155K	Hold	10,000	–	–	0.15%	110
2022 Q4	$157K	Hold	10,000	–	–	0.18%	103
2022 Q3	$165K	Hold	10,000	–	–	0.2%	93
2022 Q2	$179K	Hold	10,000	–	–	0.2%	102
2022 Q1	$190K	Hold	10,000	–	–	0.14%	133
2021 Q4	$208K	Hold	10,000	–	–	0.15%	127
2021 Q3	$217	Hold	10,000	–	–	0.15%	129
2021 Q2	$216K	Hold	10,000	–	–	0.16%	136
2021 Q1	$212K	Sell	10,000 -20,000	-67%	-$379K	0.18%	120
2020 Q4	$563K	Buy	+30,000	New	+$547K	0.52%	52
2020 Q2	$540K	Buy	+30,000	New	+$512K	0.63%	42
2019 Q4	$668K	Hold	30,000	–	–	0.7%	40
2019 Q3	$701K	Hold	30,000	–	–	0.82%	34
2019 Q2	$690K	Hold	30,000	–	–	0.84%	37
2019 Q1	$656K	Buy	+30,000	New	+$631K	0.82%	37
2018 Q4	–	Sell	-30,000	Closed	-$635K	–	119
2018 Q3	$635K	Buy	30,000 +2,000	+7%	+$42.8K	0.73%	40
2018 Q2	$597K	Hold	28,000	–	–	0.79%	45
2018 Q1	$556K	Hold	28,000	–	–	0.73%	45
2017 Q4	$602K	Buy	+28,000	New	+$602K	0.75%	42

Other funds holding HPF

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Vanguard Capital Wealth Advisors's HPF Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors increased its John Hancock Preferred Income Fund II (HPF) stake by 3.1% in Q1 2026, buying an estimated $9.59K and bringing the position to 19,800 shares worth $309K. The position accounts for 0.29% of the portfolio, ranked #71.

Vanguard Capital Wealth Advisors first reported a position in HPF in Q4 2017 and has held it in 31 quarters since. The position peaked at $701K in Q3 2019. 44 funds tracked by Wall St. Rank hold HPF as of Q1 2026.

Vanguard Capital Wealth Advisors held 19,800 shares of John Hancock Preferred Income Fund II worth $309K as of Q1 2026.
Vanguard Capital Wealth Advisors bought 600 John Hancock Preferred Income Fund II shares in Q1 2026, an estimated $9.59K.
John Hancock Preferred Income Fund II made up 0.29% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Vanguard Capital Wealth Advisors first reported a position in John Hancock Preferred Income Fund II in Q4 2017 and has held it in 31 quarters since.
Vanguard Capital Wealth Advisors's John Hancock Preferred Income Fund II position peaked at $701K in Q3 2019.
44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.