Vanguard Capital Wealth Advisors
LTPZ icon

Vanguard Capital Wealth Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Buy
29,038
+7,339
+34% +$375K 1% 22
2026
Q1 		$1.11M Buy
21,699
+12,530
+137% +$654K 1.02% 23
2025
Q4 		$474K Sell
9,169
-442
-5% -$23.5K 0.38% 55
2025
Q3 		$512K Sell
9,611
-636
-6% -$33.2K 0.41% 57
2025
Q2 		$538K Buy
+10,247
New +$531K 0.53% 45
2022
Q3 		– Sell
-3,077
Closed -$200K – 118
2022
Q2 		$200K Sell
3,077
-67
-2% -$4.87K 0.23% 98
2022
Q1 		$259K Sell
3,144
-3,315
-51% -$278K 0.19% 111
2021
Q4 		$284K Buy
6,459
+3,361
+108% +$303K 0.2% 97
2021
Q3 		$269K Sell
3,098
-2,703
-47% -$239K 0.18% 108
2021
Q2 		$501K Sell
5,801
-1,134
-16% -$94.3K 0.38% 68
2021
Q1 		$555K Sell
6,935
-341
-5% -$28.6K 0.47% 51
2020
Q4 		$641K Buy
+7,276
New +$633K 0.59% 41
2020
Q2 		$1.2M Buy
+14,403
New +$1.19M 1.4% 18
2019
Q4 		$224K Buy
+3,117
New +$227K 0.23% 115
2019
Q1 		– Sell
-3,346
Closed -$208K – 122
2018
Q4 		$208K Sell
3,346
-4,274
-56% -$266K 0.31% 92
2018
Q3 		$493K Buy
7,620
+11
+0.1% +$732 0.56% 56
2018
Q2 		$514K Sell
7,609
-1,034
-12% -$68.7K 0.68% 56
2018
Q1 		$576K Buy
8,643
+2,827
+49% +$188K 0.76% 43
2017
Q4 		$403K Buy
+5,816
New +$392K 0.5% 65

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 34% in Q2 2026, buying an estimated $375K and bringing the position to 29,038 shares worth $1.47M. The position accounts for 1% of the portfolio, ranked #22.

Vanguard Capital Wealth Advisors first reported a position in LTPZ in Q4 2017 and has held it in 19 quarters since. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 29,038 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $1.47M as of Q2 2026.
  • Vanguard Capital Wealth Advisors bought 7,339 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $375K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 1% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Vanguard Capital Wealth Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and has held it in 19 quarters since.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

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