Vanguard Capital Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$934K	Buy	+12,482	New	+$873K	0.63%	34
2026 Q1	–	Sell	-11,578	Closed	-$750K	–	133
2025 Q4	$750K	Buy	+11,578	New	+$728K	0.6%	34
2022 Q2	–	Sell	-3,780	Closed	-$260K	–	138
2022 Q1	$260K	Sell	3,780 -87	-2%	-$6.34K	0.19%	110
2021 Q4	$274K	Sell	3,867 -363	-9%	-$26K	0.2%	103
2021 Q3	$287	Buy	+4,230	New	+$272K	0.19%	99
2021 Q2	–	Sell	-4,087	Closed	-$272K	–	165
2021 Q1	$272K	Buy	+4,087	New	+$255K	0.23%	97

Other funds holding KRE

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 12,482 shares worth $934K. The stake represents 0.63% of the portfolio and ranks #34 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in KRE as recently as Q4 2025.

Vanguard Capital Wealth Advisors first reported a position in KRE in Q1 2021 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Vanguard Capital Wealth Advisors held 12,482 shares of State Street SPDR S&P Regional Banking ETF worth $934K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Vanguard Capital Wealth Advisors position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.63% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Vanguard Capital Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

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