Vanguard Capital Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$524K	Buy	+8,419	New	+$489K	0.35%	59
2022 Q2	–	Sell	-3,741	Closed	-$220K	–	136
2022 Q1	$220K	Buy	3,741 +102	+3%	+$6.46K	0.16%	123
2021 Q4	$224K	Buy	+3,639	New	+$230K	0.16%	120

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 8,419 shares worth $524K. The stake represents 0.35% of the portfolio and ranks #59 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in IAT as recently as Q1 2022.

Vanguard Capital Wealth Advisors first reported a position in IAT in Q4 2021 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Vanguard Capital Wealth Advisors held 8,419 shares of iShares US Regional Banks ETF worth $524K as of Q2 2026.
iShares US Regional Banks ETF was a new Vanguard Capital Wealth Advisors position in Q2 2026.
iShares US Regional Banks ETF made up 0.35% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Vanguard Capital Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q4 2021 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

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