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Vanguard Capital Wealth Advisors’s Veritone VERI Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio VERI Stock Details VERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137K Sell
69,750
-1,700
-2% -$5.75K 0.13% 112
2025
Q4 		$332K Buy
71,450
+7,100
+11% +$38.2K 0.27% 78
2025
Q3 		$310K Buy
64,350
+400
+0.6% +$1.16K 0.25% 88
2025
Q2 		$80.6K Sell
63,950
-64
-0.1% -$116 0.08% 111
2025
Q1 		$149K Sell
64,014
-11,200
-15% -$32.5K 0.18% 100
2024
Q4 		$247K Buy
75,214
+4,614
+7% +$14.9K 0.27% 78
2024
Q3 		$253K Buy
70,600
+40,700
+136% +$124K 0.27% 83
2024
Q2 		$67.6K Sell
29,900
-3,000
-9% -$10.6K 0.05% 134
2024
Q1 		$173K Sell
32,900
-8,250
-20% -$19.5K 0.12% 132
2023
Q4 		$74.5K Sell
41,150
-15,118
-27% -$33.7K 0.06% 138
2023
Q3 		$145K Sell
56,268
-10,000
-15% -$33.2K 0.13% 117
2023
Q2 		$260K Buy
66,268
+20,100
+44% +$87.7K 0.24% 94
2023
Q1 		$269K Buy
46,168
+6,634
+17% +$45.7K 0.27% 86
2022
Q4 		$210K Buy
39,534
+1,500
+4% +$9.62K 0.24% 98
2022
Q3 		$214K Buy
38,034
+400
+1% +$2.81K 0.26% 90
2022
Q2 		$245K Sell
37,634
-166
-0.4% -$1.67K 0.28% 84
2022
Q1 		$690K Sell
37,800
-550
-1% -$9.46K 0.49% 50
2021
Q4 		$862K Buy
38,350
+250
+0.7% +$6.42K 0.62% 42
2021
Q3 		$910 Sell
38,100
-100
-0.3% -$2.04K 0.61% 40
2021
Q2 		$752K Hold
38,200
– – 0.57% 49
2021
Q1 		$898K Sell
38,200
-18,750
-33% -$669K 0.76% 35
2020
Q4 		$1.66M Buy
+56,950
New +$985K 1.52% 11
2020
Q2 		$913K Buy
+61,500
New +$517K 1.07% 28
2019
Q4 		$154K Sell
61,950
-7,300
-11% -$21.1K 0.16% 126
2019
Q3 		$247K Sell
69,250
-14,900
-18% -$85.3K 0.29% 96
2019
Q2 		$703K Buy
84,150
+48,050
+133% +$357K 0.85% 36
2019
Q1 		$187K Buy
+36,100
New +$201K 0.23% 107

Other funds holding VERI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAM
Banta Asset Management Newport Beach, California $99.5M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors reduced its Veritone (VERI) stake by 2.4% in Q1 2026, selling an estimated $5.75K and leaving 69,750 shares worth $137K. The position accounts for 0.13% of the portfolio, ranked #112.

Vanguard Capital Wealth Advisors first reported a position in VERI in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.66M in Q4 2020. 96 funds tracked by Wall St. Rank hold VERI as of Q1 2026.

  • Vanguard Capital Wealth Advisors held 69,750 shares of Veritone worth $137K as of Q1 2026.
  • Vanguard Capital Wealth Advisors sold 1,700 Veritone shares in Q1 2026, an estimated $5.75K.
  • Veritone made up 0.13% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #112 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Veritone in Q1 2019 and has held it in 27 quarters since.
  • Vanguard Capital Wealth Advisors's Veritone position peaked at $1.66M in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Veritone as of Q1 2026.

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