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CIK 0001730578 • 7 13F filings • Apr 11, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("vanguard-capital-wealth-advisors","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001730578-25-000003 |
| $125.1M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001730578-26-000003 | $147.6M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003758 | $100.8M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001730578-26-000002 | $108.1M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002065 | $81.8M | View |