Vanguard Capital Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Hold	20,000	–	–	0.18%	101
2026 Q1	$233K	Hold	20,000	–	–	0.22%	93
2025 Q4	$256K	Buy	+20,000	New	+$254K	0.2%	100
2024 Q4	–	Sell	-30,000	Closed	-$398K	–	127
2024 Q3	$398K	Hold	30,000	–	–	0.42%	57
2024 Q2	$394K	Buy	30,000 +10,000	+50%	+$128K	0.27%	79
2024 Q1	$265K	Hold	20,000	–	–	0.19%	106
2023 Q4	$233K	Hold	20,000	–	–	0.19%	111
2023 Q3	$234K	Hold	20,000	–	–	0.22%	96
2023 Q2	$280K	Hold	20,000	–	–	0.25%	83
2023 Q1	$275K	Hold	20,000	–	–	0.27%	82
2022 Q4	$293K	Hold	20,000	–	–	0.34%	73
2022 Q3	$257K	Buy	20,000 +10,000	+100%	+$147K	0.31%	79
2022 Q2	$144K	Sell	10,000 -1,368	-12%	-$21K	0.16%	108
2022 Q1	$163K	Buy	11,368 +1,368	+14%	+$20.2K	0.12%	140
2021 Q4	$162K	Buy	+10,000	New	+$164K	0.12%	135

Other funds holding THW

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors held its abrdn World Healthcare Fund (THW) position steady in Q2 2026 at 20,000 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #101.

Vanguard Capital Wealth Advisors first reported a position in THW in Q4 2021 and has held it in 15 quarters since. The position peaked at $398K in Q3 2024. 79 funds tracked by Wall St. Rank hold THW as of Q2 2026.

Vanguard Capital Wealth Advisors held 20,000 shares of abrdn World Healthcare Fund worth $268K as of Q2 2026.
Vanguard Capital Wealth Advisors left its abrdn World Healthcare Fund share count unchanged in Q2 2026.
abrdn World Healthcare Fund made up 0.18% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Vanguard Capital Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q4 2021 and has held it in 15 quarters since.
Vanguard Capital Wealth Advisors's abrdn World Healthcare Fund position peaked at $398K in Q3 2024.
79 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

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